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
4426
$850K ﹤0.01%
53,683
-164,575
4427
$849K ﹤0.01%
51,870
+49,670
4428
$848K ﹤0.01%
+33,100
4429
$848K ﹤0.01%
17,172
+6,664
4430
$847K ﹤0.01%
30,616
-19,373
4431
$847K ﹤0.01%
19,493
-9,500
4432
$846K ﹤0.01%
174,558
-70,754
4433
$845K ﹤0.01%
157,567
-12,545
4434
$844K ﹤0.01%
97,700
-357,908
4435
$841K ﹤0.01%
94,327
-6,299
4436
$836K ﹤0.01%
32,939
+8,429
4437
$836K ﹤0.01%
33,882
+31,789
4438
$835K ﹤0.01%
30,402
+1,057
4439
$834K ﹤0.01%
68,971
-159,449
4440
$833K ﹤0.01%
21,042
+5,270
4441
$830K ﹤0.01%
11,277
-1,082
4442
$830K ﹤0.01%
161,473
+93,378
4443
$830K ﹤0.01%
230,511
+230,510
4444
$827K ﹤0.01%
31,735
-18,944
4445
$827K ﹤0.01%
21,867
+3,046
4446
$825K ﹤0.01%
10,926
+6,574
4447
$824K ﹤0.01%
35,316
+12,673
4448
$822K ﹤0.01%
28,639
+13,866
4449
$821K ﹤0.01%
276,286
+77,638
4450
$820K ﹤0.01%
24,721
+7,677
176 177
178
179 180