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
3676
$2.3M ﹤0.01%
95,996
+8,085
3677
$2.29M ﹤0.01%
77,920
+7,984
3678
$2.29M ﹤0.01%
159,990
-2,299
3679
$2.28M ﹤0.01%
725,133
-154,659
3680
$2.28M ﹤0.01%
105,646
+67,081
3681
$2.27M ﹤0.01%
242,232
-521
3682
$2.27M ﹤0.01%
60,734
+47,711
3683
$2.27M ﹤0.01%
46,348
+30,498
3684
$2.27M ﹤0.01%
240,056
+239,603
3685
$2.27M ﹤0.01%
46,301
+7,236
3686
$2.27M ﹤0.01%
34,932
-437
3687
$2.26M ﹤0.01%
77,850
-58,828
3688
$2.26M ﹤0.01%
278,032
-291,049
3689
$2.26M ﹤0.01%
82,571
-12,237
3690
$2.26M ﹤0.01%
446,170
-40,310
3691
$2.26M ﹤0.01%
79,151
+9,553
3692
$2.26M ﹤0.01%
243,397
+95,092
3693
$2.26M ﹤0.01%
192,550
+47,995
3694
$2.26M ﹤0.01%
65,554
+25,311
3695
$2.26M ﹤0.01%
204,281
+355
3696
$2.25M ﹤0.01%
227,443
-21,982
3697
$2.25M ﹤0.01%
202,100
+158,221
3698
$2.25M ﹤0.01%
49,224
-26,958
3699
$2.24M ﹤0.01%
96,890
+33,513
3700
$2.24M ﹤0.01%
170,982
-72,914
146 147
148
149 150