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
4276
$1.06M ﹤0.01%
35,744
+976
4277
$1.06M ﹤0.01%
24,293
+23,293
4278
$1.06M ﹤0.01%
652,955
-575,912
4279
$1.06M ﹤0.01%
75,845
-73,486
4280
$1.06M ﹤0.01%
206,288
+9,851
4281
$1.06M ﹤0.01%
154,394
+50,131
4282
$1.05M ﹤0.01%
214,062
+122,977
4283
$1.05M ﹤0.01%
109,249
-102,447
4284
$1.05M ﹤0.01%
78,418
+14,764
4285
$1.04M ﹤0.01%
150,870
-262,896
4286
$1.04M ﹤0.01%
41,024
-5,242
4287
$1.04M ﹤0.01%
11,991
+6,470
4288
$1.04M ﹤0.01%
83,317
+9,438
4289
$1.04M ﹤0.01%
449,221
+311,906
4290
$1.04M ﹤0.01%
27,201
+20,870
4291
$1.04M ﹤0.01%
32,424
-9,174
4292
$1.04M ﹤0.01%
16,571
-30,647
4293
$1.04M ﹤0.01%
255,074
+145,259
4294
$1.03M ﹤0.01%
251,984
-160,004
4295
$1.03M ﹤0.01%
229,072
+137,496
4296
$1.03M ﹤0.01%
29,515
-88,661
4297
$1.03M ﹤0.01%
17,542
-2,662
4298
$1.03M ﹤0.01%
182,480
-36,700
4299
$1.03M ﹤0.01%
26,807
+15,654
4300
$1.03M ﹤0.01%
311,314
+157,626
170 171
172
173 174