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
3951
$1.62M ﹤0.01%
54,534
+16,065
3952
$1.62M ﹤0.01%
63,246
+3,319
3953
$1.62M ﹤0.01%
272,829
-147,559
3954
$1.61M ﹤0.01%
152,935
+30,345
3955
$1.61M ﹤0.01%
19,010
-36,939
3956
$1.61M ﹤0.01%
53,449
-1,983
3957
$1.61M ﹤0.01%
257,421
-405,454
3958
$1.6M ﹤0.01%
17,145
-1,671
3959
$1.6M ﹤0.01%
141,499
+134,447
3960
$1.6M ﹤0.01%
41,895
+4,964
3961
$1.6M ﹤0.01%
160,649
+72,117
3962
$1.59M ﹤0.01%
48,455
+23,628
3963
$1.59M ﹤0.01%
212,240
+170,467
3964
$1.59M ﹤0.01%
19,127
-6,876
3965
$1.59M ﹤0.01%
315,167
-162,229
3966
$1.58M ﹤0.01%
180,877
+50,800
3967
$1.58M ﹤0.01%
35,065
+22,890
3968
$1.58M ﹤0.01%
171,049
-196,564
3969
$1.58M ﹤0.01%
136,455
+33,741
3970
$1.58M ﹤0.01%
71,861
+4,625
3971
$1.58M ﹤0.01%
53,623
-30
3972
$1.57M ﹤0.01%
37,049
+15,336
3973
$1.57M ﹤0.01%
38,769
-14,936
3974
$1.57M ﹤0.01%
158,635
-106,886
3975
$1.57M ﹤0.01%
49,781
-812
157 158
159
160 161