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
5851
$109K ﹤0.01%
18,426
-2,475
5852
$108K ﹤0.01%
6,498
+1,917
5853
$108K ﹤0.01%
417
+382
5854
$108K ﹤0.01%
180,471
+35,682
5855
$108K ﹤0.01%
+15,443
5856
$108K ﹤0.01%
2,814
-1,164
5857
$108K ﹤0.01%
1,763
-472
5858
$108K ﹤0.01%
25,024
-114,689
5859
$108K ﹤0.01%
13,024
-13,230
5860
$108K ﹤0.01%
36,254
+35,061
5861
$108K ﹤0.01%
15,265
-45,382
5862
$108K ﹤0.01%
10,385
+4,396
5863
$108K ﹤0.01%
+2,402
5864
$107K ﹤0.01%
33,820
+3,289
5865
$107K ﹤0.01%
121,107
+17,935
5866
$107K ﹤0.01%
13,938
-161
5867
$107K ﹤0.01%
5,595
+4,681
5868
$107K ﹤0.01%
23,440
-74,682
5869
$107K ﹤0.01%
2,251
-506
5870
$106K ﹤0.01%
62,192
-11,830
5871
$106K ﹤0.01%
64,842
+40,834
5872
$106K ﹤0.01%
1,983
+1,779
5873
$106K ﹤0.01%
3,439
+2,911
5874
$106K ﹤0.01%
9,056
+8,359
5875
$106K ﹤0.01%
+4,828
233 234
235
236 237