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
3851
$1.86M ﹤0.01%
476,340
+168,656
3852
$1.86M ﹤0.01%
56,168
+1,086
3853
$1.86M ﹤0.01%
286,186
-1,569,006
3854
$1.86M ﹤0.01%
25,467
-38
3855
$1.86M ﹤0.01%
155,410
+60,133
3856
$1.85M ﹤0.01%
103,842
+45,948
3857
$1.85M ﹤0.01%
64,425
+2,879
3858
$1.85M ﹤0.01%
76,782
+34,316
3859
$1.85M ﹤0.01%
134,945
-39,638
3860
$1.84M ﹤0.01%
65,917
-17,406
3861
$1.84M ﹤0.01%
146,552
-7,243
3862
$1.84M ﹤0.01%
167,582
-139,840
3863
$1.83M ﹤0.01%
107,846
+65,620
3864
$1.83M ﹤0.01%
129,125
-9,615
3865
$1.83M ﹤0.01%
135,514
+54,112
3866
$1.83M ﹤0.01%
499,371
+153,713
3867
$1.83M ﹤0.01%
45,124
-7,266
3868
$1.83M ﹤0.01%
+35,300
3869
$1.83M ﹤0.01%
141,243
-68,696
3870
$1.82M ﹤0.01%
156,163
+5,878
3871
$1.82M ﹤0.01%
47,305
-56,093
3872
$1.82M ﹤0.01%
421,888
-111,756
3873
$1.82M ﹤0.01%
75,137
-179,399
3874
$1.82M ﹤0.01%
192,650
-1,351
3875
$1.82M ﹤0.01%
74,960
-1,835
153 154
155
156 157