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
3451
$3.04M ﹤0.01%
133,209
+8,242
3452
$3.04M ﹤0.01%
45,863
-5,560
3453
$3.04M ﹤0.01%
158,785
-545,209
3454
$3.04M ﹤0.01%
229,074
-54,710
3455
$3.03M ﹤0.01%
61,501
-99
3456
$3.03M ﹤0.01%
131,676
-34,287
3457
$3.03M ﹤0.01%
212,484
+116,736
3458
$3.03M ﹤0.01%
640,019
-36,213
3459
$3.02M ﹤0.01%
200,682
+19,589
3460
$3.02M ﹤0.01%
65,240
+12,902
3461
$3.02M ﹤0.01%
115,066
-30,390
3462
$3.01M ﹤0.01%
31,415
+14,975
3463
$3.01M ﹤0.01%
510,822
-15,875
3464
$3.01M ﹤0.01%
85,964
+79,590
3465
$3.01M ﹤0.01%
85,859
+8,693
3466
$3.01M ﹤0.01%
274,477
+11,197
3467
$3M ﹤0.01%
104,070
+50,595
3468
$2.98M ﹤0.01%
739,685
-537,784
3469
$2.98M ﹤0.01%
37,449
-938
3470
$2.98M ﹤0.01%
50,255
-11,126
3471
$2.97M ﹤0.01%
101,668
+47,918
3472
$2.97M ﹤0.01%
341,978
+156,553
3473
$2.97M ﹤0.01%
67,048
-4,099
3474
$2.97M ﹤0.01%
30,419
-10,845
3475
$2.96M ﹤0.01%
136,431
-2,550
137 138
139
140 141