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
3401
$3.21M ﹤0.01%
37,426
+1,099
3402
$3.19M ﹤0.01%
120,069
-45,913
3403
$3.19M ﹤0.01%
104,396
-21,496
3404
$3.19M ﹤0.01%
3,795,422
-1,688,001
3405
$3.18M ﹤0.01%
337,532
+26,635
3406
$3.18M ﹤0.01%
37,373
-3,991
3407
$3.17M ﹤0.01%
127,904
-92,382
3408
$3.17M ﹤0.01%
152,981
-85,216
3409
$3.16M ﹤0.01%
84,144
+4,928
3410
$3.16M ﹤0.01%
251,510
+37,210
3411
$3.15M ﹤0.01%
370,516
-220,895
3412
$3.15M ﹤0.01%
28,017
-5,822
3413
$3.15M ﹤0.01%
113,801
+47,794
3414
$3.14M ﹤0.01%
1,190,647
-247,769
3415
$3.13M ﹤0.01%
555,761
-357,998
3416
$3.13M ﹤0.01%
52,582
-9,953
3417
$3.13M ﹤0.01%
91,608
+8,036
3418
$3.13M ﹤0.01%
221,956
+107,325
3419
$3.13M ﹤0.01%
1,145,435
+416,613
3420
$3.11M ﹤0.01%
446,207
+383,691
3421
$3.11M ﹤0.01%
76,621
-7,998
3422
$3.11M ﹤0.01%
61,912
+7,503
3423
$3.11M ﹤0.01%
273,507
+208,760
3424
$3.11M ﹤0.01%
132,821
-11,399
3425
$3.1M ﹤0.01%
132,018
+14,071
135 136
137
138 139