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
3626
$2.44M ﹤0.01%
187,032
-119,533
3627
$2.44M ﹤0.01%
1,781,320
+700,749
3628
$2.44M ﹤0.01%
199,469
+38,191
3629
$2.43M ﹤0.01%
222,512
-160,988
3630
$2.43M ﹤0.01%
38,284
-89,995
3631
$2.43M ﹤0.01%
102,933
-356,734
3632
$2.42M ﹤0.01%
197,624
-31,318
3633
$2.42M ﹤0.01%
207,796
+17,497
3634
$2.42M ﹤0.01%
104,883
+36,628
3635
$2.41M ﹤0.01%
102,222
+49,825
3636
$2.41M ﹤0.01%
3,899,563
+1,892,798
3637
$2.41M ﹤0.01%
63,758
-1,280
3638
$2.41M ﹤0.01%
33,849
-42,620
3639
$2.41M ﹤0.01%
235,460
+79,776
3640
$2.4M ﹤0.01%
302,468
+302,302
3641
$2.4M ﹤0.01%
860,839
-560,492
3642
$2.4M ﹤0.01%
83,939
-41,662
3643
$2.39M ﹤0.01%
102,562
+12,402
3644
$2.39M ﹤0.01%
49,373
-27,561
3645
$2.39M ﹤0.01%
225,854
-12,197
3646
$2.39M ﹤0.01%
222,165
-11,201
3647
$2.39M ﹤0.01%
185,712
-215,644
3648
$2.38M ﹤0.01%
99,603
-12,473
3649
$2.38M ﹤0.01%
5,966,160
-8,563,512
3650
$2.38M ﹤0.01%
34,293
+16,074
144 145
146
147 148