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
2376
$10.4M ﹤0.01%
136,744
+27,265
2377
$10.4M ﹤0.01%
161,612
+17,857
2378
$10.4M ﹤0.01%
491,935
+64,501
2379
$10.4M ﹤0.01%
1,730,640
+1,147,951
2380
$10.4M ﹤0.01%
1,260,945
-216,629
2381
$10.4M ﹤0.01%
470,110
-22,323
2382
$10.4M ﹤0.01%
339,339
+89,499
2383
$10.4M ﹤0.01%
1,162,640
-5,648,264
2384
$10.3M ﹤0.01%
37,216
+8,237
2385
$10.3M ﹤0.01%
343,257
+42,278
2386
$10.3M ﹤0.01%
151,442
+65,062
2387
$10.3M ﹤0.01%
96,617
+12,505
2388
$10.2M ﹤0.01%
99,542
-86,564
2389
$10.2M ﹤0.01%
107,148
+3,909
2390
$10.2M ﹤0.01%
891,946
-53,444
2391
$10.2M ﹤0.01%
97,013
+3,314
2392
$10.2M ﹤0.01%
332,564
+48,659
2393
$10.2M ﹤0.01%
67,370
+1,754
2394
$10.1M ﹤0.01%
463,865
+4,210
2395
$10.1M ﹤0.01%
222,473
+9,027
2396
$10.1M ﹤0.01%
140,500
-43,398
2397
$10.1M ﹤0.01%
500,750
-20,415
2398
$10.1M ﹤0.01%
1,130,657
+325,243
2399
$10M ﹤0.01%
278,749
+12,205
2400
$10M ﹤0.01%
387,410
+156,094
94 95
96
97 98