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
4726
$545K ﹤0.01%
80,507
+24,375
4727
$545K ﹤0.01%
5,474
+1,677
4728
$543K ﹤0.01%
20,096
+1,566
4729
$542K ﹤0.01%
16,037
-9,556
4730
$540K ﹤0.01%
11,316
+1,234
4731
$539K ﹤0.01%
42,084
+4,675
4732
$539K ﹤0.01%
87,474
-42,470
4733
$537K ﹤0.01%
18,365
-1,934
4734
$537K ﹤0.01%
180,106
-158,821
4735
$536K ﹤0.01%
85,158
+53,348
4736
$534K ﹤0.01%
62,767
-187,138
4737
$532K ﹤0.01%
11,570
+4,054
4738
$531K ﹤0.01%
435,382
-280,705
4739
$531K ﹤0.01%
23,139
-774
4740
$531K ﹤0.01%
17,072
+14,733
4741
$530K ﹤0.01%
9,825
-3,317
4742
$529K ﹤0.01%
357,750
-89,562
4743
$529K ﹤0.01%
146,214
+73,817
4744
$529K ﹤0.01%
12,063
+10,696
4745
$528K ﹤0.01%
14,072
-12,081
4746
$527K ﹤0.01%
20,430
-6,475
4747
$527K ﹤0.01%
9,621
+1,648
4748
$526K ﹤0.01%
13,963
-12,271
4749
$524K ﹤0.01%
139,730
-9,755
4750
$524K ﹤0.01%
48,414
-67,003
188 189
190
191 192