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
4876
$447K ﹤0.01%
15,628
+5,654
4877
$447K ﹤0.01%
15,125
+3,408
4878
$446K ﹤0.01%
247,663
+10,787
4879
$446K ﹤0.01%
35,377
+23,910
4880
$445K ﹤0.01%
10,962
+3,035
4881
$443K ﹤0.01%
297,487
-204,777
4882
$443K ﹤0.01%
46,268
-18
4883
$443K ﹤0.01%
9,965
+3,559
4884
$442K ﹤0.01%
53,693
-17,415
4885
$442K ﹤0.01%
20,435
+3,798
4886
$442K ﹤0.01%
+55,131
4887
$442K ﹤0.01%
44,288
+18,028
4888
$441K ﹤0.01%
17,629
-112,065
4889
$440K ﹤0.01%
61,726
+24,603
4890
$440K ﹤0.01%
45,906
+39,898
4891
$439K ﹤0.01%
146,530
+58,598
4892
$438K ﹤0.01%
+8,637
4893
$437K ﹤0.01%
22,572
-219,382
4894
$437K ﹤0.01%
11,650
+1,412
4895
$436K ﹤0.01%
+43,600
4896
$436K ﹤0.01%
396,096
-748
4897
$435K ﹤0.01%
12,315
-3,297
4898
$434K ﹤0.01%
16,155
-1,068
4899
$432K ﹤0.01%
13,230
-11,945
4900
$432K ﹤0.01%
11,675
+9,002
194 195
196
197 198