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
4101
$1.32M ﹤0.01%
28,829
-98,623
4102
$1.32M ﹤0.01%
450,917
+344,003
4103
$1.32M ﹤0.01%
46,268
-59,007
4104
$1.31M ﹤0.01%
226,314
+157,152
4105
$1.31M ﹤0.01%
242,090
-601,103
4106
$1.31M ﹤0.01%
105,917
+3,581
4107
$1.31M ﹤0.01%
124,918
+53,359
4108
$1.31M ﹤0.01%
70,282
-41,758
4109
$1.31M ﹤0.01%
189,417
+93,132
4110
$1.31M ﹤0.01%
41,319
-4,286
4111
$1.3M ﹤0.01%
119,932
+31,026
4112
$1.3M ﹤0.01%
31,505
+27,282
4113
$1.3M ﹤0.01%
289,707
-39,348
4114
$1.3M ﹤0.01%
19,532
-2,391
4115
$1.3M ﹤0.01%
17,605
+1,158
4116
$1.3M ﹤0.01%
54,133
+27,118
4117
$1.29M ﹤0.01%
60,004
+59,400
4118
$1.29M ﹤0.01%
24,108
-5,316
4119
$1.29M ﹤0.01%
10,285
+152
4120
$1.28M ﹤0.01%
6,824
+840
4121
$1.28M ﹤0.01%
167,656
+5,102
4122
$1.28M ﹤0.01%
66,199
-1,644
4123
$1.28M ﹤0.01%
372,710
-96,808
4124
$1.28M ﹤0.01%
41,958
+1,520
4125
$1.28M ﹤0.01%
82,715
+4,489
163 164
165
166 167