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
5501
$178K ﹤0.01%
+6,317
5502
$177K ﹤0.01%
2,923
-1,234
5503
$177K ﹤0.01%
11,978
-1,923
5504
$177K ﹤0.01%
125,514
-28,834
5505
$176K ﹤0.01%
3,093
+829
5506
$176K ﹤0.01%
118,921
+51,170
5507
$176K ﹤0.01%
7,907
-113,081
5508
$175K ﹤0.01%
36,897
+33,768
5509
$175K ﹤0.01%
75,608
+6,342
5510
$174K ﹤0.01%
4,845
+3,644
5511
$174K ﹤0.01%
9,225
+8,109
5512
$174K ﹤0.01%
41,523
-110,065
5513
$173K ﹤0.01%
8,010
+4,351
5514
$173K ﹤0.01%
3,832
+1,800
5515
$173K ﹤0.01%
9,676
+3,318
5516
$173K ﹤0.01%
6,274
+5,694
5517
$173K ﹤0.01%
25,625
-23,344
5518
$172K ﹤0.01%
24,733
-66,516
5519
$172K ﹤0.01%
49,468
-20,198
5520
$172K ﹤0.01%
5,834
-47,152
5521
$171K ﹤0.01%
23,549
+21,072
5522
$171K ﹤0.01%
4,538
+598
5523
$171K ﹤0.01%
11,741
+1,213
5524
$170K ﹤0.01%
+58,182
5525
$170K ﹤0.01%
41,689
+28,529
219 220
221
222 223