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
4851
$461K ﹤0.01%
10,463
+4,531
4852
$460K ﹤0.01%
5,800
-13,241
4853
$460K ﹤0.01%
9,954
+6,855
4854
$460K ﹤0.01%
48,320
-13,127
4855
$459K ﹤0.01%
155,737
-20,011
4856
$459K ﹤0.01%
38,603
-52,626
4857
$459K ﹤0.01%
65,700
-4,344
4858
$458K ﹤0.01%
16,894
+8,541
4859
$457K ﹤0.01%
71,026
+18,290
4860
$455K ﹤0.01%
6,752
+2,067
4861
$455K ﹤0.01%
13,196
+4,252
4862
$453K ﹤0.01%
377,871
-29,117
4863
$453K ﹤0.01%
45,054
+5,609
4864
$452K ﹤0.01%
56,597
-73,636
4865
$452K ﹤0.01%
1,547
-734
4866
$452K ﹤0.01%
+38,696
4867
$452K ﹤0.01%
15,009
+1,141
4868
$451K ﹤0.01%
30,838
-3,272
4869
$451K ﹤0.01%
12,512
+12,293
4870
$451K ﹤0.01%
142,801
+140,922
4871
$451K ﹤0.01%
13,833
-4,611
4872
$449K ﹤0.01%
72,494
+18,710
4873
$449K ﹤0.01%
20,558
-1,089
4874
$447K ﹤0.01%
184,845
-133,701
4875
$447K ﹤0.01%
9,494
-1,622
193 194
195
196 197