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
4251
$1.09M ﹤0.01%
271,904
+239,822
4252
$1.09M ﹤0.01%
39,220
+11,056
4253
$1.09M ﹤0.01%
16,893
+9,591
4254
$1.09M ﹤0.01%
45,644
-2,718
4255
$1.09M ﹤0.01%
78,287
+6,513
4256
$1.09M ﹤0.01%
25,232
-16
4257
$1.09M ﹤0.01%
38,050
-4,216
4258
$1.09M ﹤0.01%
92,302
+16,373
4259
$1.09M ﹤0.01%
45,748
-30,996
4260
$1.08M ﹤0.01%
346,177
+140,662
4261
$1.08M ﹤0.01%
96,562
-53,517
4262
$1.08M ﹤0.01%
170,627
-16,110
4263
$1.08M ﹤0.01%
268,893
+65,682
4264
$1.08M ﹤0.01%
962,672
-588,409
4265
$1.08M ﹤0.01%
27,245
+22,864
4266
$1.08M ﹤0.01%
9,626
+6,674
4267
$1.08M ﹤0.01%
23,801
-9,818
4268
$1.07M ﹤0.01%
150,956
+42,108
4269
$1.07M ﹤0.01%
117,599
-98,820
4270
$1.07M ﹤0.01%
97,212
+3,980
4271
$1.07M ﹤0.01%
+82,300
4272
$1.07M ﹤0.01%
48,120
-6,072
4273
$1.07M ﹤0.01%
50,172
+44,839
4274
$1.07M ﹤0.01%
59,769
-24,347
4275
$1.06M ﹤0.01%
227,865
-635,911
169 170
171
172 173