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
3826
$1.91M ﹤0.01%
116,799
+82,333
3827
$1.91M ﹤0.01%
160,368
+98,888
3828
$1.91M ﹤0.01%
387,633
+129,517
3829
$1.91M ﹤0.01%
214,251
-13,617
3830
$1.91M ﹤0.01%
28,427
-33,762
3831
$1.9M ﹤0.01%
143,462
+60,950
3832
$1.9M ﹤0.01%
105,761
+50,000
3833
$1.9M ﹤0.01%
46,485
+44,150
3834
$1.89M ﹤0.01%
67,201
+44,337
3835
$1.89M ﹤0.01%
22,657
+19,273
3836
$1.89M ﹤0.01%
86,588
-115,597
3837
$1.88M ﹤0.01%
43,102
+36,942
3838
$1.88M ﹤0.01%
4,454
+325
3839
$1.88M ﹤0.01%
28,973
-1,218
3840
$1.88M ﹤0.01%
7,869
+5,932
3841
$1.88M ﹤0.01%
471,575
-63,004
3842
$1.88M ﹤0.01%
334,428
-239,580
3843
$1.87M ﹤0.01%
676,773
+262,478
3844
$1.87M ﹤0.01%
90,037
-69,552
3845
$1.87M ﹤0.01%
48,597
+21,997
3846
$1.87M ﹤0.01%
181,670
+174,970
3847
$1.87M ﹤0.01%
8,299
-2,082
3848
$1.87M ﹤0.01%
186,061
+47,197
3849
$1.87M ﹤0.01%
78,708
+75,704
3850
$1.86M ﹤0.01%
894,153
+21,905
152 153
154
155 156