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
3726
$2.19M ﹤0.01%
108,810
+5,014
3727
$2.19M ﹤0.01%
46,894
+4,887
3728
$2.19M ﹤0.01%
280,195
-20,245
3729
$2.19M ﹤0.01%
215,301
+150,492
3730
$2.18M ﹤0.01%
29,468
+1,394
3731
$2.18M ﹤0.01%
603,781
-72,207
3732
$2.18M ﹤0.01%
33,970
-2,857
3733
$2.18M ﹤0.01%
113,411
-23,986
3734
$2.17M ﹤0.01%
404,269
+211,005
3735
$2.17M ﹤0.01%
94,239
+47,418
3736
$2.17M ﹤0.01%
93,908
-318,063
3737
$2.17M ﹤0.01%
123,069
-251,864
3738
$2.17M ﹤0.01%
409,799
+65,071
3739
$2.17M ﹤0.01%
34,929
+4,309
3740
$2.16M ﹤0.01%
52,920
+39,390
3741
$2.16M ﹤0.01%
154,065
+93,559
3742
$2.16M ﹤0.01%
117,666
+24,855
3743
$2.16M ﹤0.01%
161,064
+11,857
3744
$2.16M ﹤0.01%
118,893
+31,497
3745
$2.15M ﹤0.01%
92,884
+60,438
3746
$2.15M ﹤0.01%
84,385
+78,848
3747
$2.15M ﹤0.01%
39,983
-5,065
3748
$2.15M ﹤0.01%
632,052
+20,524
3749
$2.15M ﹤0.01%
113,569
-171,990
3750
$2.15M ﹤0.01%
117,905
+89,123
148 149
150
151 152