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
8076
$2.46K ﹤0.01%
546
+317
8077
$2.45K ﹤0.01%
+45
8078
$2.45K ﹤0.01%
194
-55
8079
$2.45K ﹤0.01%
1,600
-12,711
8080
$2.44K ﹤0.01%
1,436
-1,097
8081
$2.43K ﹤0.01%
+104
8082
$2.41K ﹤0.01%
+320
8083
$2.41K ﹤0.01%
78
-782
8084
$2.4K ﹤0.01%
95
+92
8085
$2.39K ﹤0.01%
2,132
-3,617
8086
$2.39K ﹤0.01%
+1,735
8087
$2.38K ﹤0.01%
137
-8,072
8088
$2.38K ﹤0.01%
106
+77
8089
$2.38K ﹤0.01%
1,215
8090
$2.35K ﹤0.01%
87
8091
$2.34K ﹤0.01%
85
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8092
$2.33K ﹤0.01%
545
8093
$2.32K ﹤0.01%
2,385
-5,443
8094
$2.31K ﹤0.01%
259
+62
8095
$2.3K ﹤0.01%
1,644
-42,120
8096
$2.29K ﹤0.01%
52
-2
8097
$2.29K ﹤0.01%
64
-617
8098
$2.28K ﹤0.01%
2,258
-10,453
8099
$2.27K ﹤0.01%
92
8100
$2.27K ﹤0.01%
+45
322 323
324
325 326