UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478B
AUM Growth
+$26.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,744
New
Increased
Reduced
Closed

Top Buys

1
+$780M
2
+$451M
3
+$445M
4
ACN icon
Accenture
ACN
+$420M
5
KVUE icon
Kenvue
KVUE
+$419M

Top Sells

1
+$1.44B
2
+$1.33B
3
+$970M
4
NVDA icon
NVIDIA
NVDA
+$659M
5
HPE icon
Hewlett Packard
HPE
+$591M

Sector Composition

1 Technology 22.1%
2 Financials 11.59%
3 Industrials 8.22%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$7.12M ﹤0.01%
45,473
-21,551
2727
$7.11M ﹤0.01%
113,114
-14,491
2728
$7.11M ﹤0.01%
696,648
+315,743
2729
$7.1M ﹤0.01%
2,647,596
+856,215
2730
$7.09M ﹤0.01%
143,150
-104,828
2731
$7.08M ﹤0.01%
308,256
+144,883
2732
$7.05M ﹤0.01%
351,485
-58,292
2733
$7.04M ﹤0.01%
605,188
+22,785
2734
$7.04M ﹤0.01%
107,680
-9,423
2735
$7.04M ﹤0.01%
52,481
-859
2736
$7.03M ﹤0.01%
685,300
-13,122
2737
$7.02M ﹤0.01%
395,558
-14,093
2738
$7.01M ﹤0.01%
677,627
+36,961
2739
$7.01M ﹤0.01%
88,127
-896
2740
$7M ﹤0.01%
463,502
-433,419
2741
$6.99M ﹤0.01%
768,226
+311,389
2742
$6.99M ﹤0.01%
126,543
-58,563
2743
$6.98M ﹤0.01%
137,627
-3,881
2744
$6.97M ﹤0.01%
146,366
-683,956
2745
$6.96M ﹤0.01%
90,752
+1,411
2746
$6.95M ﹤0.01%
138,292
+39,067
2747
$6.94M ﹤0.01%
161,588
+7,549
2748
$6.93M ﹤0.01%
462,863
-89,380
2749
$6.92M ﹤0.01%
167,200
-19,253
2750
$6.91M ﹤0.01%
1,008,519
-11,640
108 109
110
111 112