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
4001
$1.52M ﹤0.01%
928,308
-958,603
4002
$1.52M ﹤0.01%
20,164
+4,851
4003
$1.52M ﹤0.01%
52,326
-39,732
4004
$1.52M ﹤0.01%
33,209
+23,609
4005
$1.52M ﹤0.01%
49,647
+188
4006
$1.52M ﹤0.01%
173,045
+50,009
4007
$1.52M ﹤0.01%
40,729
+12,423
4008
$1.52M ﹤0.01%
76,223
+57,651
4009
$1.51M ﹤0.01%
1,537,212
+867,294
4010
$1.51M ﹤0.01%
44,017
-26,947
4011
$1.51M ﹤0.01%
179,443
+1,851
4012
$1.5M ﹤0.01%
164,200
+713
4013
$1.5M ﹤0.01%
148,654
+65,134
4014
$1.5M ﹤0.01%
14,755
+798
4015
$1.49M ﹤0.01%
166,399
+472
4016
$1.49M ﹤0.01%
41,730
+809
4017
$1.49M ﹤0.01%
+142,326
4018
$1.49M ﹤0.01%
81,467
-7,115
4019
$1.49M ﹤0.01%
761,539
+291,784
4020
$1.48M ﹤0.01%
131,211
+2,292
4021
$1.48M ﹤0.01%
119,151
+66,081
4022
$1.48M ﹤0.01%
968,323
+597,574
4023
$1.48M ﹤0.01%
48,227
+21,632
4024
$1.48M ﹤0.01%
36,950
+4,724
4025
$1.48M ﹤0.01%
523,016
-1,660,803
159 160
161
162 163