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
3601
$2.5M ﹤0.01%
97,126
-5,456
3602
$2.5M ﹤0.01%
138,599
+3,958
3603
$2.49M ﹤0.01%
893,352
+362,449
3604
$2.49M ﹤0.01%
150,196
-23,844
3605
$2.49M ﹤0.01%
291,255
+32,654
3606
$2.49M ﹤0.01%
619,406
-249,392
3607
$2.48M ﹤0.01%
90,686
-6,762
3608
$2.48M ﹤0.01%
76,582
+76,159
3609
$2.48M ﹤0.01%
206,239
+151,311
3610
$2.48M ﹤0.01%
171,631
-1,498,522
3611
$2.48M ﹤0.01%
132,779
+112,712
3612
$2.47M ﹤0.01%
164,558
+13,397
3613
$2.47M ﹤0.01%
1,993,158
-291,120
3614
$2.47M ﹤0.01%
36,692
-1,324
3615
$2.47M ﹤0.01%
126,215
-136,771
3616
$2.46M ﹤0.01%
151,118
-223,109
3617
$2.46M ﹤0.01%
78,858
-9,058
3618
$2.46M ﹤0.01%
77,676
-22,474
3619
$2.46M ﹤0.01%
216,718
+101,449
3620
$2.46M ﹤0.01%
126,515
+13,550
3621
$2.45M ﹤0.01%
131,481
+84,052
3622
$2.45M ﹤0.01%
152,519
-45,278
3623
$2.45M ﹤0.01%
51,613
-6,055
3624
$2.45M ﹤0.01%
100,837
-49,496
3625
$2.45M ﹤0.01%
138,329
+18,811
143 144
145
146 147