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
6576
$40.8K ﹤0.01%
70,637
+19,624
6577
$40.8K ﹤0.01%
3,971
+40
6578
$40.7K ﹤0.01%
6,635
+6,297
6579
$40.7K ﹤0.01%
6,145
-8,102
6580
$40.7K ﹤0.01%
13,716
-7,523
6581
$40.6K ﹤0.01%
15,030
+13,105
6582
$40.6K ﹤0.01%
1,413
-1,060
6583
$40.5K ﹤0.01%
+3,672
6584
$40.5K ﹤0.01%
3,648
-27,402
6585
$40.4K ﹤0.01%
+1,097
6586
$40.4K ﹤0.01%
23,243
+6,930
6587
$40.4K ﹤0.01%
1,546
+1,444
6588
$40.4K ﹤0.01%
540
-8
6589
$40.3K ﹤0.01%
51,557
+8,247
6590
$40.3K ﹤0.01%
3,714
-10,003
6591
$40.3K ﹤0.01%
694
+313
6592
$40.2K ﹤0.01%
37,939
+1,960
6593
$40.2K ﹤0.01%
69,747
-287,272
6594
$40.1K ﹤0.01%
+1,297
6595
$40K ﹤0.01%
13,349
-25,012
6596
$40K ﹤0.01%
3,992
-7,083
6597
$40K ﹤0.01%
2,107
+1,606
6598
$39.7K ﹤0.01%
1,527
-516
6599
$39.7K ﹤0.01%
16,985
+16,694
6600
$39.7K ﹤0.01%
1,524
-20,162
262 263
264
265 266