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
4226
$1.12M ﹤0.01%
210,057
+188,357
4227
$1.12M ﹤0.01%
123,113
-4,559
4228
$1.12M ﹤0.01%
82,007
+67,018
4229
$1.12M ﹤0.01%
666,034
-636,622
4230
$1.12M ﹤0.01%
88,158
+3,943
4231
$1.12M ﹤0.01%
23,853
+19,220
4232
$1.12M ﹤0.01%
35,315
+10,213
4233
$1.12M ﹤0.01%
37,153
+1,571
4234
$1.11M ﹤0.01%
10,580
-1,064
4235
$1.11M ﹤0.01%
73,356
+7,454
4236
$1.11M ﹤0.01%
74,878
+22,995
4237
$1.11M ﹤0.01%
360,748
+270,793
4238
$1.11M ﹤0.01%
318,030
+205,916
4239
$1.11M ﹤0.01%
406,407
+3,173
4240
$1.11M ﹤0.01%
122,090
+22,205
4241
$1.11M ﹤0.01%
30,657
+30,497
4242
$1.11M ﹤0.01%
9,988
-56
4243
$1.11M ﹤0.01%
161,141
-69,771
4244
$1.1M ﹤0.01%
74,318
-2,628
4245
$1.1M ﹤0.01%
28,241
-773
4246
$1.1M ﹤0.01%
93,852
+470
4247
$1.1M ﹤0.01%
39,342
-4,844
4248
$1.1M ﹤0.01%
9,359
+558
4249
$1.09M ﹤0.01%
188,706
+2,323
4250
$1.09M ﹤0.01%
364,504
-200,125
168 169
170
171 172