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
3976
$1.57M ﹤0.01%
63,506
-105,613
3977
$1.56M ﹤0.01%
105,540
-7,780
3978
$1.56M ﹤0.01%
68,304
+43,402
3979
$1.56M ﹤0.01%
19,400
-169
3980
$1.56M ﹤0.01%
115,139
+77,978
3981
$1.56M ﹤0.01%
110,829
+44,633
3982
$1.56M ﹤0.01%
208,803
-23,416
3983
$1.55M ﹤0.01%
28,478
-5,941
3984
$1.55M ﹤0.01%
500,115
-380,484
3985
$1.55M ﹤0.01%
80,488
-49,675
3986
$1.55M ﹤0.01%
789,570
+339,888
3987
$1.55M ﹤0.01%
+150,000
3988
$1.55M ﹤0.01%
68,200
+4,648
3989
$1.54M ﹤0.01%
110,409
-56,798
3990
$1.54M ﹤0.01%
170,428
-33,500
3991
$1.54M ﹤0.01%
+151,000
3992
$1.54M ﹤0.01%
79,700
+23,820
3993
$1.53M ﹤0.01%
26,078
-116,382
3994
$1.53M ﹤0.01%
66,834
-22,490
3995
$1.53M ﹤0.01%
47,865
+37
3996
$1.53M ﹤0.01%
223,398
+50,885
3997
$1.53M ﹤0.01%
86,907
+16,637
3998
$1.53M ﹤0.01%
34,986
-2,159
3999
$1.53M ﹤0.01%
79,586
+67,485
4000
$1.52M ﹤0.01%
50,618
+30,546
158 159
160
161 162