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
3501
$2.83M ﹤0.01%
63,083
-20,542
3502
$2.82M ﹤0.01%
107,952
-80,747
3503
$2.82M ﹤0.01%
272,151
+14,648
3504
$2.81M ﹤0.01%
310,480
-123,834
3505
$2.8M ﹤0.01%
450,910
-38,028
3506
$2.8M ﹤0.01%
118,356
+95,452
3507
$2.8M ﹤0.01%
149,437
+129,486
3508
$2.8M ﹤0.01%
58,479
-2,029
3509
$2.8M ﹤0.01%
39,842
+19,890
3510
$2.8M ﹤0.01%
+55,443
3511
$2.8M ﹤0.01%
228,431
+77,808
3512
$2.79M ﹤0.01%
72,081
+20,048
3513
$2.79M ﹤0.01%
631,731
-105,490
3514
$2.79M ﹤0.01%
34,392
-28,970
3515
$2.79M ﹤0.01%
158,289
-39,862
3516
$2.79M ﹤0.01%
564,184
-29,743
3517
$2.79M ﹤0.01%
33,824
-1,397
3518
$2.78M ﹤0.01%
65,350
+24,103
3519
$2.78M ﹤0.01%
97,833
-38,045
3520
$2.77M ﹤0.01%
164,638
+70,011
3521
$2.77M ﹤0.01%
138,280
+67,844
3522
$2.77M ﹤0.01%
115,672
+6,564
3523
$2.77M ﹤0.01%
96,403
+5,385
3524
$2.76M ﹤0.01%
100,214
-337,392
3525
$2.76M ﹤0.01%
82,920
+2,754
139 140
141
142 143