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
4551
$708K ﹤0.01%
21,205
-43,403
4552
$708K ﹤0.01%
22,552
-153,580
4553
$706K ﹤0.01%
988,077
+547,383
4554
$704K ﹤0.01%
222,022
+149,109
4555
$702K ﹤0.01%
51,924
+37,219
4556
$700K ﹤0.01%
16,535
+7,106
4557
$698K ﹤0.01%
665,054
-310,489
4558
$698K ﹤0.01%
161,900
+68,288
4559
$693K ﹤0.01%
36,057
-9,333
4560
$693K ﹤0.01%
+37,858
4561
$691K ﹤0.01%
39,872
+3,135
4562
$690K ﹤0.01%
108,281
+50,600
4563
$689K ﹤0.01%
43,270
+3,996
4564
$688K ﹤0.01%
181,623
-862
4565
$687K ﹤0.01%
16,252
+16,248
4566
$685K ﹤0.01%
263,526
+110,675
4567
$685K ﹤0.01%
29,353
+22,986
4568
$684K ﹤0.01%
31,174
+27,313
4569
$684K ﹤0.01%
64,640
+33,163
4570
$683K ﹤0.01%
32,655
-4,546
4571
$682K ﹤0.01%
347,762
+59,280
4572
$681K ﹤0.01%
54,642
-13,146
4573
$680K ﹤0.01%
34,238
+23,011
4574
$680K ﹤0.01%
240,388
+146,759
4575
$678K ﹤0.01%
309,687
+247,456
181 182
183
184 185