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
3526
$2.76M ﹤0.01%
24,329
-5,708
3527
$2.76M ﹤0.01%
325,629
+68,490
3528
$2.76M ﹤0.01%
48,268
+9,875
3529
$2.76M ﹤0.01%
209,750
+136,267
3530
$2.75M ﹤0.01%
449,887
+71,463
3531
$2.75M ﹤0.01%
375,805
-122,516
3532
$2.74M ﹤0.01%
260,026
+30,872
3533
$2.74M ﹤0.01%
52,644
-37,530
3534
$2.74M ﹤0.01%
124,092
-22,065
3535
$2.74M ﹤0.01%
194,946
+24,979
3536
$2.74M ﹤0.01%
272,125
-1,914,161
3537
$2.73M ﹤0.01%
53,378
+236
3538
$2.73M ﹤0.01%
132,235
+17,587
3539
$2.73M ﹤0.01%
550,663
-4,869,733
3540
$2.72M ﹤0.01%
50,261
+4,293
3541
$2.72M ﹤0.01%
144,404
+545
3542
$2.71M ﹤0.01%
41,406
+4,740
3543
$2.71M ﹤0.01%
24,932
+15,703
3544
$2.71M ﹤0.01%
40,357
+4,073
3545
$2.7M ﹤0.01%
253,342
-207,680
3546
$2.7M ﹤0.01%
1,516,744
-364,304
3547
$2.7M ﹤0.01%
81,546
+18,158
3548
$2.69M ﹤0.01%
386,907
+87,476
3549
$2.69M ﹤0.01%
118,291
+16,326
3550
$2.68M ﹤0.01%
187,298
+59,264
140 141
142
143 144