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
4026
$1.48M ﹤0.01%
112,369
-32,593
4027
$1.47M ﹤0.01%
17,707
+5,489
4028
$1.47M ﹤0.01%
14,048
-4,411
4029
$1.47M ﹤0.01%
60,607
-219,274
4030
$1.47M ﹤0.01%
252,259
+150,268
4031
$1.47M ﹤0.01%
343,252
-200,467
4032
$1.46M ﹤0.01%
36,556
+36,230
4033
$1.46M ﹤0.01%
120,551
-4,908
4034
$1.46M ﹤0.01%
55,669
+14,389
4035
$1.45M ﹤0.01%
22,054
-138,045
4036
$1.45M ﹤0.01%
86,455
+19,133
4037
$1.45M ﹤0.01%
36,591
+17,307
4038
$1.44M ﹤0.01%
30,902
-3,621
4039
$1.44M ﹤0.01%
94,033
+48,517
4040
$1.43M ﹤0.01%
25,396
+4,334
4041
$1.43M ﹤0.01%
124,813
+71,008
4042
$1.43M ﹤0.01%
42,683
-83,189
4043
$1.43M ﹤0.01%
52,578
+13,289
4044
$1.42M ﹤0.01%
857,095
+534,647
4045
$1.42M ﹤0.01%
397,040
+271,119
4046
$1.42M ﹤0.01%
46,528
+22,871
4047
$1.42M ﹤0.01%
277,102
+123,767
4048
$1.42M ﹤0.01%
455,542
+99,610
4049
$1.42M ﹤0.01%
342,180
-149,106
4050
$1.41M ﹤0.01%
116,102
+19,672
160 161
162
163 164