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
4201
$1.16M ﹤0.01%
201,665
-119,754
4202
$1.15M ﹤0.01%
28,506
-64,181
4203
$1.15M ﹤0.01%
+21,300
4204
$1.15M ﹤0.01%
15,246
-1,835
4205
$1.15M ﹤0.01%
229,023
-138,422
4206
$1.15M ﹤0.01%
17,326
-486
4207
$1.15M ﹤0.01%
86,546
+35,947
4208
$1.14M ﹤0.01%
301,158
+170,674
4209
$1.14M ﹤0.01%
319,442
-37,675
4210
$1.14M ﹤0.01%
158,751
+141,713
4211
$1.14M ﹤0.01%
685,692
+62,446
4212
$1.14M ﹤0.01%
17,743
-2,105
4213
$1.13M ﹤0.01%
687,318
-11,075
4214
$1.13M ﹤0.01%
13,642
-928
4215
$1.13M ﹤0.01%
237,353
-44,205
4216
$1.13M ﹤0.01%
98,194
+4,181
4217
$1.13M ﹤0.01%
24,528
+15,002
4218
$1.13M ﹤0.01%
87,445
+5,854
4219
$1.13M ﹤0.01%
35,486
+11,842
4220
$1.13M ﹤0.01%
84,592
+16,353
4221
$1.13M ﹤0.01%
577,547
-119,761
4222
$1.13M ﹤0.01%
30,431
+28,779
4223
$1.13M ﹤0.01%
27,448
+6,674
4224
$1.12M ﹤0.01%
22,613
+20,217
4225
$1.12M ﹤0.01%
6,192
-4,717
167 168
169
170 171