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
3576
$2.61M ﹤0.01%
68,098
-158,228
3577
$2.61M ﹤0.01%
868,500
+207,843
3578
$2.6M ﹤0.01%
149,232
+2,376
3579
$2.6M ﹤0.01%
133,522
+114,150
3580
$2.6M ﹤0.01%
18,781
-26,602
3581
$2.6M ﹤0.01%
140,289
-72,856
3582
$2.59M ﹤0.01%
433,461
-60,027
3583
$2.58M ﹤0.01%
593,500
-330,946
3584
$2.57M ﹤0.01%
1,081,676
+246,829
3585
$2.57M ﹤0.01%
119,986
+35,752
3586
$2.56M ﹤0.01%
715,864
+124
3587
$2.56M ﹤0.01%
384,951
-730,027
3588
$2.56M ﹤0.01%
360,265
+218,334
3589
$2.56M ﹤0.01%
232,887
+101,336
3590
$2.55M ﹤0.01%
151,325
-12,629
3591
$2.55M ﹤0.01%
69,840
-65,643
3592
$2.54M ﹤0.01%
192,518
+11,038
3593
$2.54M ﹤0.01%
359,795
+24,567
3594
$2.54M ﹤0.01%
202,180
+169,958
3595
$2.53M ﹤0.01%
84,886
+4,155
3596
$2.53M ﹤0.01%
304,539
+149,209
3597
$2.53M ﹤0.01%
307,874
+108,305
3598
$2.53M ﹤0.01%
209,013
+55,508
3599
$2.51M ﹤0.01%
33,123
+9,439
3600
$2.5M ﹤0.01%
763,489
+324,722
142 143
144
145 146