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
3651
$2.38M ﹤0.01%
245,586
-164,957
3652
$2.38M ﹤0.01%
532,897
+98,867
3653
$2.37M ﹤0.01%
47,045
-9,987
3654
$2.37M ﹤0.01%
45,508
+11,659
3655
$2.37M ﹤0.01%
13,564
+1,033
3656
$2.37M ﹤0.01%
328,504
+255,208
3657
$2.35M ﹤0.01%
155,514
+54,728
3658
$2.35M ﹤0.01%
60,484
+20,568
3659
$2.34M ﹤0.01%
311,309
+32,490
3660
$2.34M ﹤0.01%
255,474
+1,666
3661
$2.34M ﹤0.01%
171,196
-57,087
3662
$2.33M ﹤0.01%
1,143,835
-643,214
3663
$2.33M ﹤0.01%
639,462
+47,052
3664
$2.32M ﹤0.01%
68,080
+20,634
3665
$2.32M ﹤0.01%
123,472
+70,682
3666
$2.32M ﹤0.01%
77,785
-9,247
3667
$2.32M ﹤0.01%
205,246
+150,678
3668
$2.31M ﹤0.01%
62,443
+35,395
3669
$2.31M ﹤0.01%
84,445
-7,618
3670
$2.31M ﹤0.01%
416,275
-118,361
3671
$2.31M ﹤0.01%
93,371
+43,951
3672
$2.31M ﹤0.01%
92,672
+59
3673
$2.3M ﹤0.01%
2,038,919
-104,191
3674
$2.3M ﹤0.01%
852,178
+713,289
3675
$2.3M ﹤0.01%
237,521
-5,569
145 146
147
148 149