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
5026
$361K ﹤0.01%
165,718
-37,569
5027
$361K ﹤0.01%
17,416
-30,635
5028
$361K ﹤0.01%
17,151
-3,406
5029
$361K ﹤0.01%
3,700
-997
5030
$360K ﹤0.01%
11,336
+261
5031
$360K ﹤0.01%
88,361
+10,116
5032
$360K ﹤0.01%
344,087
+247,685
5033
$359K ﹤0.01%
68,974
-140,836
5034
$359K ﹤0.01%
89,714
+53,320
5035
$358K ﹤0.01%
22,071
+21,304
5036
$358K ﹤0.01%
26,921
-9,961
5037
$358K ﹤0.01%
34,054
-22,998
5038
$358K ﹤0.01%
85,500
+9,000
5039
$358K ﹤0.01%
55,696
-3,936
5040
$358K ﹤0.01%
96,519
-139,926
5041
$358K ﹤0.01%
215,505
-24,951
5042
$358K ﹤0.01%
8,745
+8,737
5043
$357K ﹤0.01%
13,118
+8,212
5044
$357K ﹤0.01%
64,832
+33,506
5045
$356K ﹤0.01%
11,601
+10,637
5046
$356K ﹤0.01%
70,140
+44,225
5047
$355K ﹤0.01%
14,393
-10,688
5048
$355K ﹤0.01%
215,530
+44,014
5049
$354K ﹤0.01%
167,865
+115,621
5050
$354K ﹤0.01%
+13,581
200 201
202
203 204