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
3876
$1.81M ﹤0.01%
41,313
-1,455
3877
$1.81M ﹤0.01%
20,333
-27,901
3878
$1.8M ﹤0.01%
81,022
+562
3879
$1.8M ﹤0.01%
73,878
+19,397
3880
$1.8M ﹤0.01%
23,634
-31,043
3881
$1.79M ﹤0.01%
381,117
+32,346
3882
$1.79M ﹤0.01%
136,839
+86,499
3883
$1.79M ﹤0.01%
46,030
-26,978
3884
$1.78M ﹤0.01%
142,859
-2,230
3885
$1.78M ﹤0.01%
296,237
+257,777
3886
$1.78M ﹤0.01%
22,412
-22,049
3887
$1.77M ﹤0.01%
55,011
-12,074
3888
$1.77M ﹤0.01%
105,476
-17,651
3889
$1.77M ﹤0.01%
44,333
+9,769
3890
$1.77M ﹤0.01%
161,068
+9,773
3891
$1.77M ﹤0.01%
163,670
-15,353
3892
$1.76M ﹤0.01%
246,844
+42,748
3893
$1.76M ﹤0.01%
77,937
-275,195
3894
$1.76M ﹤0.01%
74,981
-227,466
3895
$1.76M ﹤0.01%
+352,220
3896
$1.75M ﹤0.01%
80,818
+19,124
3897
$1.75M ﹤0.01%
113,147
-21,241
3898
$1.75M ﹤0.01%
73,644
+3,393
3899
$1.75M ﹤0.01%
29,316
+16,603
3900
$1.75M ﹤0.01%
233,084
-58,645
154 155
156
157 158