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
3751
$2.14M ﹤0.01%
78,647
+56,392
3752
$2.14M ﹤0.01%
515,865
+211,359
3753
$2.13M ﹤0.01%
587,742
-378,110
3754
$2.13M ﹤0.01%
44,463
+2,731
3755
$2.12M ﹤0.01%
136,505
+26,028
3756
$2.12M ﹤0.01%
47,660
-21,453
3757
$2.12M ﹤0.01%
23,601
+3,264
3758
$2.11M ﹤0.01%
50,696
-23,568
3759
$2.11M ﹤0.01%
193,987
+53,492
3760
$2.11M ﹤0.01%
64,040
+50,002
3761
$2.1M ﹤0.01%
65,530
-12,564
3762
$2.1M ﹤0.01%
496,543
+259,251
3763
$2.1M ﹤0.01%
12,446
+10,543
3764
$2.09M ﹤0.01%
361,777
+35,751
3765
$2.09M ﹤0.01%
74,435
-157,602
3766
$2.09M ﹤0.01%
576,170
+361,404
3767
$2.08M ﹤0.01%
120,403
+9,215
3768
$2.08M ﹤0.01%
89,182
-69,420
3769
$2.08M ﹤0.01%
48,591
-15,066
3770
$2.08M ﹤0.01%
143,405
+22,138
3771
$2.08M ﹤0.01%
14,146
-914
3772
$2.07M ﹤0.01%
79,058
-38,711
3773
$2.07M ﹤0.01%
66,717
+14,012
3774
$2.07M ﹤0.01%
90,193
+15,213
3775
$2.07M ﹤0.01%
24,180
-1,411
149 150
151
152 153