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
4901
$432K ﹤0.01%
23,627
+7,634
4902
$432K ﹤0.01%
31,208
-31,930
4903
$432K ﹤0.01%
7,584
-28,015
4904
$431K ﹤0.01%
+22,425
4905
$430K ﹤0.01%
143,893
-18,194
4906
$430K ﹤0.01%
173,187
+99,580
4907
$429K ﹤0.01%
+42,174
4908
$428K ﹤0.01%
218,538
-85,401
4909
$428K ﹤0.01%
16,449
4910
$425K ﹤0.01%
195,089
+109,638
4911
$425K ﹤0.01%
174,151
-117,834
4912
$424K ﹤0.01%
14,868
+4,694
4913
$424K ﹤0.01%
11,393
+4,451
4914
$423K ﹤0.01%
25,669
-261,218
4915
$422K ﹤0.01%
5,880
+3,956
4916
$422K ﹤0.01%
11,078
-821
4917
$421K ﹤0.01%
30,169
-65,778
4918
$421K ﹤0.01%
43,974
-35,500
4919
$421K ﹤0.01%
110,453
+100,695
4920
$420K ﹤0.01%
574,531
+205,580
4921
$419K ﹤0.01%
543,233
+77,196
4922
$418K ﹤0.01%
83,724
-15,227
4923
$417K ﹤0.01%
18,491
+4,331
4924
$416K ﹤0.01%
26,480
+12,248
4925
$416K ﹤0.01%
82,167
-104,927
195 196
197
198 199