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
3776
$2.06M ﹤0.01%
59,560
-27,260
3777
$2.06M ﹤0.01%
426,160
+401,704
3778
$2.06M ﹤0.01%
312,716
+144,665
3779
$2.06M ﹤0.01%
158,284
-6,062
3780
$2.05M ﹤0.01%
836,508
+188,678
3781
$2.04M ﹤0.01%
48,259
-28,745
3782
$2.04M ﹤0.01%
139,002
-1,112,874
3783
$2.04M ﹤0.01%
712,061
+178,336
3784
$2.03M ﹤0.01%
46,457
-2,756
3785
$2.02M ﹤0.01%
38,230
-11,408
3786
$2.02M ﹤0.01%
91,937
+15,337
3787
$2.02M ﹤0.01%
59,666
+6,272
3788
$2.02M ﹤0.01%
399,652
+188,708
3789
$2.01M ﹤0.01%
2,387,457
-103,881
3790
$2.01M ﹤0.01%
70,991
+15,481
3791
$2.01M ﹤0.01%
135,207
-15,957
3792
$2M ﹤0.01%
211,453
+34,664
3793
$2M ﹤0.01%
68,869
-10,935
3794
$2M ﹤0.01%
202,387
-50,216
3795
$2M ﹤0.01%
197,199
+11,322
3796
$2M ﹤0.01%
21,249
-4,529
3797
$2M ﹤0.01%
51,399
+6,339
3798
$2M ﹤0.01%
605,491
+278,561
3799
$1.99M ﹤0.01%
151,819
+50,121
3800
$1.99M ﹤0.01%
173,464
-84,675
150 151
152
153 154