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
4976
$389K ﹤0.01%
67,919
+67,702
4977
$389K ﹤0.01%
42,603
-4,980
4978
$388K ﹤0.01%
84,979
-56,366
4979
$388K ﹤0.01%
16,967
-3,675
4980
$388K ﹤0.01%
35,160
+28,220
4981
$388K ﹤0.01%
17,627
+6,522
4982
$387K ﹤0.01%
70,782
+3,586
4983
$387K ﹤0.01%
6,489
+3,703
4984
$387K ﹤0.01%
198,452
+155,197
4985
$387K ﹤0.01%
8,647
+8,471
4986
$386K ﹤0.01%
124,275
-10,119
4987
$386K ﹤0.01%
+12,309
4988
$385K ﹤0.01%
11,675
+11,150
4989
$385K ﹤0.01%
312,742
+92,470
4990
$385K ﹤0.01%
7,922
-33,134
4991
$384K ﹤0.01%
32,651
+2,151
4992
$382K ﹤0.01%
64,365
-8,492
4993
$382K ﹤0.01%
4,253
-467
4994
$381K ﹤0.01%
16,389
+3,335
4995
$380K ﹤0.01%
37,332
+24
4996
$379K ﹤0.01%
3,290
-3,840
4997
$379K ﹤0.01%
400,732
-1,694,608
4998
$379K ﹤0.01%
59,565
-12,335
4999
$379K ﹤0.01%
10,187
+809
5000
$379K ﹤0.01%
5,662
+327
198 199
200
201 202