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
3476
$2.95M ﹤0.01%
88,058
-226,497
3477
$2.95M ﹤0.01%
38,297
-16,276
3478
$2.95M ﹤0.01%
174,280
+582
3479
$2.95M ﹤0.01%
31,294
+3,907
3480
$2.94M ﹤0.01%
188,407
+43,051
3481
$2.94M ﹤0.01%
60,357
+3,949
3482
$2.94M ﹤0.01%
56,058
-10,549
3483
$2.93M ﹤0.01%
69,726
-1,062
3484
$2.91M ﹤0.01%
114,195
+21,938
3485
$2.91M ﹤0.01%
289,514
+2,204
3486
$2.91M ﹤0.01%
27,234
+1,589
3487
$2.9M ﹤0.01%
29,697
-3,160
3488
$2.9M ﹤0.01%
23,194
-2,758
3489
$2.89M ﹤0.01%
127,169
+9,734
3490
$2.88M ﹤0.01%
26,491
-212,387
3491
$2.88M ﹤0.01%
500,429
-7,457
3492
$2.87M ﹤0.01%
2,473,159
+2,133,283
3493
$2.87M ﹤0.01%
348,498
+176,155
3494
$2.87M ﹤0.01%
45,705
-10,369
3495
$2.86M ﹤0.01%
60,387
+250
3496
$2.86M ﹤0.01%
97,642
-176,798
3497
$2.85M ﹤0.01%
157,438
+97,411
3498
$2.85M ﹤0.01%
47,507
+15,231
3499
$2.85M ﹤0.01%
41,306
+30,349
3500
$2.83M ﹤0.01%
29,949
-2,085
138 139
140
141 142