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
6151
$72.8K ﹤0.01%
16,245
-329
6152
$72.7K ﹤0.01%
2,789
+2,381
6153
$72.6K ﹤0.01%
2,788
-388
6154
$72.6K ﹤0.01%
+25,128
6155
$72.5K ﹤0.01%
1,435
+131
6156
$72.5K ﹤0.01%
28,537
-21,854
6157
$72.2K ﹤0.01%
+2,540
6158
$72.2K ﹤0.01%
39,882
-61,896
6159
$72K ﹤0.01%
12,953
+1,438
6160
$71.9K ﹤0.01%
1,414
+77
6161
$71.8K ﹤0.01%
1,678
+1,574
6162
$71.7K ﹤0.01%
+3,793
6163
$71.5K ﹤0.01%
10,012
+8,033
6164
$71.4K ﹤0.01%
2,233
+1,048
6165
$71.4K ﹤0.01%
28,781
+8,889
6166
$71.3K ﹤0.01%
2,259
+1,559
6167
$71.2K ﹤0.01%
6,827
+617
6168
$71.2K ﹤0.01%
+2,674
6169
$71.2K ﹤0.01%
+33,470
6170
$71.2K ﹤0.01%
9,315
-908
6171
$71.1K ﹤0.01%
7,609
+246
6172
$71.1K ﹤0.01%
1,526
+1,257
6173
$70.9K ﹤0.01%
63,917
-50,117
6174
$70.9K ﹤0.01%
79,178
+12,866
6175
$70.8K ﹤0.01%
1,489
-425
245 246
247
248 249