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
3551
$2.68M ﹤0.01%
116,223
-360,269
3552
$2.68M ﹤0.01%
57,978
+3,966
3553
$2.68M ﹤0.01%
130,058
+32,363
3554
$2.67M ﹤0.01%
124,276
+43,490
3555
$2.67M ﹤0.01%
142,033
+49,992
3556
$2.67M ﹤0.01%
3,363,642
+952,201
3557
$2.67M ﹤0.01%
437,348
-564,832
3558
$2.67M ﹤0.01%
82,255
-70,315
3559
$2.66M ﹤0.01%
33,517
-150
3560
$2.66M ﹤0.01%
112,015
+39,673
3561
$2.66M ﹤0.01%
76,709
+2,160
3562
$2.66M ﹤0.01%
98,292
-29,999
3563
$2.65M ﹤0.01%
306,521
+104,018
3564
$2.65M ﹤0.01%
105,470
-3,488
3565
$2.65M ﹤0.01%
78,056
-21,418
3566
$2.64M ﹤0.01%
21,530
+6,383
3567
$2.64M ﹤0.01%
30,166
-10,014
3568
$2.63M ﹤0.01%
293,284
+171,876
3569
$2.63M ﹤0.01%
64,655
-4,470
3570
$2.63M ﹤0.01%
20,386
-7,298
3571
$2.62M ﹤0.01%
65,931
-45,900
3572
$2.62M ﹤0.01%
80,078
+29,575
3573
$2.62M ﹤0.01%
47,525
+24,144
3574
$2.61M ﹤0.01%
30,299
-6,849
3575
$2.61M ﹤0.01%
109,546
+11,808
141 142
143
144 145