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
4076
$1.36M ﹤0.01%
1,196,094
+617,229
4077
$1.36M ﹤0.01%
21,866
+17,024
4078
$1.36M ﹤0.01%
154,184
-8,880
4079
$1.36M ﹤0.01%
95,975
+54,061
4080
$1.36M ﹤0.01%
16,706
+5,700
4081
$1.36M ﹤0.01%
30,921
+6,387
4082
$1.36M ﹤0.01%
145,157
-41,026
4083
$1.36M ﹤0.01%
79,718
+4,578
4084
$1.35M ﹤0.01%
27,515
-5,141
4085
$1.35M ﹤0.01%
710,376
+462,660
4086
$1.34M ﹤0.01%
435,014
-1,187,501
4087
$1.34M ﹤0.01%
19,914
+1,717
4088
$1.34M ﹤0.01%
15,538
+942
4089
$1.34M ﹤0.01%
52,918
+17,121
4090
$1.34M ﹤0.01%
373,885
+154,056
4091
$1.34M ﹤0.01%
97,793
+5,719
4092
$1.33M ﹤0.01%
167,254
+50,706
4093
$1.33M ﹤0.01%
160,786
-12,037
4094
$1.33M ﹤0.01%
99,641
-496
4095
$1.33M ﹤0.01%
108,264
+2,424
4096
$1.33M ﹤0.01%
228,509
-91,005
4097
$1.32M ﹤0.01%
36,654
-6,697
4098
$1.32M ﹤0.01%
1,408,006
+500,728
4099
$1.32M ﹤0.01%
48,721
+27,740
4100
$1.32M ﹤0.01%
12,354
+1,792
162 163
164
165 166