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
5251
$264K ﹤0.01%
19,390
+3,281
5252
$263K ﹤0.01%
205,515
-65,224
5253
$263K ﹤0.01%
376,104
+227,054
5254
$262K ﹤0.01%
7,645
+7,159
5255
$262K ﹤0.01%
9,738
+5,756
5256
$262K ﹤0.01%
16,723
-3,898
5257
$261K ﹤0.01%
47,585
+9,315
5258
$261K ﹤0.01%
73,135
-16,308
5259
$261K ﹤0.01%
12,550
-9,788
5260
$261K ﹤0.01%
47,995
+17,600
5261
$261K ﹤0.01%
6,850
-445
5262
$260K ﹤0.01%
99,880
+27,417
5263
$259K ﹤0.01%
5,200
+1,612
5264
$259K ﹤0.01%
16,835
+634
5265
$259K ﹤0.01%
33,305
-189,642
5266
$258K ﹤0.01%
4,669
-197
5267
$258K ﹤0.01%
830,645
+325,538
5268
$257K ﹤0.01%
16,173
+5,092
5269
$257K ﹤0.01%
18,532
-122,367
5270
$257K ﹤0.01%
77,390
+55
5271
$256K ﹤0.01%
38,534
+25,472
5272
$256K ﹤0.01%
14,880
+4,869
5273
$254K ﹤0.01%
11,691
-76,974
5274
$254K ﹤0.01%
31,464
+13,907
5275
$253K ﹤0.01%
17,574
+1,896
209 210
211
212 213