UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 22.33%
 

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
+22.33%
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
+$766M
2
+$470M
3
+$467M
4
ACN icon
Accenture
ACN
+$413M
5
KVUE icon
Kenvue
KVUE
+$385M

Top Sells

1
+$1.56B
2
+$1.35B
3
+$1.06B
4
NVDA icon
NVIDIA
NVDA
+$827M
5
HPE icon
Hewlett Packard
HPE
+$721M

Sector Composition

1 Technology 22.1%
2 Financials 11.59%
3 Industrials 8.21%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
8026
$2.85K ﹤0.01%
+131
8027
$2.84K ﹤0.01%
241
-262
8028
$2.84K ﹤0.01%
1,025
-85,759
8029
$2.84K ﹤0.01%
+89
8030
$2.83K ﹤0.01%
9,234
+6,137
8031
$2.82K ﹤0.01%
+3,664
8032
$2.82K ﹤0.01%
288
-564
8033
$2.82K ﹤0.01%
65
-55
8034
$2.78K ﹤0.01%
2,420
-23,983
8035
$2.78K ﹤0.01%
+100
8036
$2.77K ﹤0.01%
11,082
-3,000
8037
$2.75K ﹤0.01%
31
-1,373
8038
$2.74K ﹤0.01%
112
-119
8039
$2.74K ﹤0.01%
+109
8040
$2.73K ﹤0.01%
130
+34
8041
$2.73K ﹤0.01%
776
+770
8042
$2.72K ﹤0.01%
100
-302
8043
$2.69K ﹤0.01%
102
-56
8044
$2.69K ﹤0.01%
4,338
+803
8045
$2.68K ﹤0.01%
250
8046
$2.66K ﹤0.01%
+1,939
8047
$2.65K ﹤0.01%
30
-212
8048
$2.63K ﹤0.01%
+902
8049
$2.62K ﹤0.01%
580
-2,505
8050
$2.62K ﹤0.01%
+45
320 321
322
323 324