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
4051
$1.41M ﹤0.01%
91,216
-63,285
4052
$1.41M ﹤0.01%
77,460
-8,567
4053
$1.4M ﹤0.01%
9,308
+8,398
4054
$1.4M ﹤0.01%
259,922
+115,019
4055
$1.4M ﹤0.01%
25,365
-7,857
4056
$1.4M ﹤0.01%
136,353
-27,192
4057
$1.4M ﹤0.01%
96,061
-28,279
4058
$1.4M ﹤0.01%
87,534
+61,375
4059
$1.4M ﹤0.01%
240,813
+112,077
4060
$1.39M ﹤0.01%
20,336
+2,751
4061
$1.39M ﹤0.01%
472,639
+376,663
4062
$1.39M ﹤0.01%
630,359
-586,015
4063
$1.39M ﹤0.01%
69,598
+35,258
4064
$1.39M ﹤0.01%
102,651
+90,516
4065
$1.39M ﹤0.01%
2,316,662
-175,568
4066
$1.38M ﹤0.01%
193,893
+461
4067
$1.38M ﹤0.01%
317,459
+72,001
4068
$1.38M ﹤0.01%
38,750
-9,412
4069
$1.37M ﹤0.01%
174,252
+109,410
4070
$1.37M ﹤0.01%
214,287
-33,911
4071
$1.37M ﹤0.01%
102,773
+10,344
4072
$1.37M ﹤0.01%
274,940
-164,437
4073
$1.37M ﹤0.01%
53,347
-1,467
4074
$1.37M ﹤0.01%
44,718
-15,765
4075
$1.36M ﹤0.01%
104,334
-181,272
161 162
163
164 165