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
4776
$510K ﹤0.01%
10,088
+931
4777
$509K ﹤0.01%
10,154
+4,553
4778
$509K ﹤0.01%
11,856
+2,258
4779
$508K ﹤0.01%
231,962
-1,482,541
4780
$507K ﹤0.01%
12,278
+9,088
4781
$506K ﹤0.01%
278,213
+143,310
4782
$506K ﹤0.01%
356,395
-155,912
4783
$506K ﹤0.01%
41,536
+14,589
4784
$506K ﹤0.01%
43,193
-151,195
4785
$506K ﹤0.01%
23,845
+6,405
4786
$505K ﹤0.01%
18,376
-12,424
4787
$502K ﹤0.01%
37,867
-34,374
4788
$502K ﹤0.01%
10,014
+4,403
4789
$501K ﹤0.01%
13,117
+12,938
4790
$501K ﹤0.01%
15,573
-57,813
4791
$499K ﹤0.01%
17,859
+433
4792
$499K ﹤0.01%
20,355
+11,473
4793
$498K ﹤0.01%
41,695
+22,663
4794
$497K ﹤0.01%
79,843
-383
4795
$496K ﹤0.01%
60,762
+15,312
4796
$494K ﹤0.01%
216,611
+32,354
4797
$493K ﹤0.01%
16,602
+543
4798
$493K ﹤0.01%
85,079
+34,996
4799
$492K ﹤0.01%
13,915
+4,344
4800
$491K ﹤0.01%
10,377
-5,556
190 191
192
193 194