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
4126
$1.28M ﹤0.01%
120,897
+93,641
4127
$1.28M ﹤0.01%
64,828
-11,475
4128
$1.27M ﹤0.01%
68,056
+21,341
4129
$1.27M ﹤0.01%
379,202
+84,313
4130
$1.27M ﹤0.01%
132,525
+20,161
4131
$1.26M ﹤0.01%
11,413
-482
4132
$1.26M ﹤0.01%
57,238
-9,760
4133
$1.26M ﹤0.01%
31,048
-12,230
4134
$1.26M ﹤0.01%
18,726
+18,155
4135
$1.26M ﹤0.01%
18,239
+1,145
4136
$1.26M ﹤0.01%
10,671
-1,001
4137
$1.25M ﹤0.01%
43,416
-3,484
4138
$1.25M ﹤0.01%
29,915
-6,335
4139
$1.25M ﹤0.01%
41,116
+145
4140
$1.25M ﹤0.01%
20,952
+8,931
4141
$1.24M ﹤0.01%
261,840
+171,466
4142
$1.24M ﹤0.01%
188,874
+102,434
4143
$1.24M ﹤0.01%
105,194
+65,493
4144
$1.24M ﹤0.01%
110,646
+76,763
4145
$1.24M ﹤0.01%
54,948
-341,942
4146
$1.24M ﹤0.01%
9,790
-461
4147
$1.24M ﹤0.01%
183,895
-62,811
4148
$1.23M ﹤0.01%
85,656
+30,520
4149
$1.23M ﹤0.01%
65,193
-838
4150
$1.23M ﹤0.01%
32,735
+7,949
164 165
166
167 168