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
3801
$1.99M ﹤0.01%
76,932
+12,643
3802
$1.98M ﹤0.01%
262,882
-303,001
3803
$1.98M ﹤0.01%
1,221,965
+161,579
3804
$1.98M ﹤0.01%
118,992
+93,736
3805
$1.98M ﹤0.01%
679,562
-690,782
3806
$1.97M ﹤0.01%
+29,617
3807
$1.97M ﹤0.01%
161,716
+2,246
3808
$1.97M ﹤0.01%
327,539
-82,822
3809
$1.97M ﹤0.01%
48,644
+39,624
3810
$1.97M ﹤0.01%
30,880
-12,858
3811
$1.97M ﹤0.01%
13,455
+11,790
3812
$1.96M ﹤0.01%
69,154
-33,052
3813
$1.96M ﹤0.01%
44,238
-152,601
3814
$1.96M ﹤0.01%
35,996
+31,032
3815
$1.95M ﹤0.01%
26,256
+15,680
3816
$1.95M ﹤0.01%
36,626
-11,529
3817
$1.95M ﹤0.01%
41,156
+19,530
3818
$1.94M ﹤0.01%
140,165
+3,656
3819
$1.94M ﹤0.01%
776,721
-84,645
3820
$1.94M ﹤0.01%
354,225
+261,192
3821
$1.93M ﹤0.01%
33,780
-13,107
3822
$1.93M ﹤0.01%
163,639
-121,373
3823
$1.92M ﹤0.01%
339,349
+33,470
3824
$1.92M ﹤0.01%
280,998
+151,504
3825
$1.91M ﹤0.01%
25,521
+24,896
151 152
153
154 155