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
4751
$524K ﹤0.01%
33,990
+24,441
4752
$523K ﹤0.01%
40,053
-10,023
4753
$523K ﹤0.01%
58,392
+49,458
4754
$523K ﹤0.01%
24,328
-9,242
4755
$523K ﹤0.01%
13,161
-1,460
4756
$523K ﹤0.01%
24,699
-155,468
4757
$523K ﹤0.01%
50,977
-623
4758
$521K ﹤0.01%
15,722
+3,498
4759
$520K ﹤0.01%
86,910
-78,575
4760
$519K ﹤0.01%
21,623
+9,002
4761
$519K ﹤0.01%
163,592
-293,900
4762
$519K ﹤0.01%
25,481
-46,870
4763
$518K ﹤0.01%
49,317
+46,401
4764
$518K ﹤0.01%
88,144
+13,846
4765
$518K ﹤0.01%
214,046
+118,638
4766
$517K ﹤0.01%
290,425
-131
4767
$516K ﹤0.01%
157,441
+140,605
4768
$516K ﹤0.01%
5,184
+65
4769
$515K ﹤0.01%
11,885
-28
4770
$513K ﹤0.01%
58,822
+37,294
4771
$513K ﹤0.01%
34,657
-34,379
4772
$513K ﹤0.01%
41,338
-7,167
4773
$513K ﹤0.01%
15,200
-3,465
4774
$512K ﹤0.01%
26,872
+4,007
4775
$511K ﹤0.01%
4,522
+3,642
189 190
191
192 193