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
3901
$1.75M ﹤0.01%
46,407
-25,262
3902
$1.74M ﹤0.01%
69,672
-6,314
3903
$1.74M ﹤0.01%
323,211
+3,262
3904
$1.74M ﹤0.01%
+72,273
3905
$1.74M ﹤0.01%
196,984
+44,295
3906
$1.74M ﹤0.01%
68,362
+20,288
3907
$1.74M ﹤0.01%
70,478
+36,480
3908
$1.73M ﹤0.01%
13,099
+12,770
3909
$1.73M ﹤0.01%
49,730
+21,700
3910
$1.73M ﹤0.01%
294,868
+168,492
3911
$1.73M ﹤0.01%
156,913
+17,629
3912
$1.72M ﹤0.01%
840,687
-3,395
3913
$1.72M ﹤0.01%
141,542
+98,818
3914
$1.72M ﹤0.01%
118,324
+46,272
3915
$1.71M ﹤0.01%
105,662
+9,004
3916
$1.7M ﹤0.01%
56,340
+32,321
3917
$1.7M ﹤0.01%
33,021
-5,954
3918
$1.7M ﹤0.01%
36,993
+19,223
3919
$1.7M ﹤0.01%
29,211
-3,380
3920
$1.7M ﹤0.01%
200,220
-68,538
3921
$1.7M ﹤0.01%
40,764
+37,669
3922
$1.7M ﹤0.01%
24,227
+2,072
3923
$1.69M ﹤0.01%
155,485
+149,260
3924
$1.68M ﹤0.01%
141,084
+10,629
3925
$1.68M ﹤0.01%
103,338
-25,693
155 156
157
158 159