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
4176
$1.19M ﹤0.01%
42,287
-6,578
4177
$1.18M ﹤0.01%
40,179
+445
4178
$1.18M ﹤0.01%
16,767
+2,951
4179
$1.18M ﹤0.01%
198,079
+178,379
4180
$1.18M ﹤0.01%
142,150
-3,714
4181
$1.18M ﹤0.01%
77,776
+21,214
4182
$1.18M ﹤0.01%
+34,133
4183
$1.17M ﹤0.01%
304,965
+268,399
4184
$1.17M ﹤0.01%
265,187
+264,782
4185
$1.17M ﹤0.01%
208,041
+133,443
4186
$1.17M ﹤0.01%
60,083
+45,671
4187
$1.17M ﹤0.01%
169,337
+69,924
4188
$1.17M ﹤0.01%
289,413
+90,098
4189
$1.17M ﹤0.01%
102,758
-8,433
4190
$1.17M ﹤0.01%
15,885
+8
4191
$1.16M ﹤0.01%
526,467
-700,535
4192
$1.16M ﹤0.01%
72,757
-12,394
4193
$1.16M ﹤0.01%
73,456
-1,376
4194
$1.16M ﹤0.01%
121,792
-235,962
4195
$1.16M ﹤0.01%
152,130
+18,306
4196
$1.16M ﹤0.01%
61,297
+48,343
4197
$1.16M ﹤0.01%
827,440
+127,709
4198
$1.16M ﹤0.01%
1,303,774
-5,998,457
4199
$1.16M ﹤0.01%
133,481
+90,822
4200
$1.16M ﹤0.01%
161,888
+154,331
166 167
168
169 170