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
8101
$2.26K ﹤0.01%
91
-85
8102
$2.25K ﹤0.01%
3,107
-13,488
8103
$2.25K ﹤0.01%
504
-1,140
8104
$2.24K ﹤0.01%
709
+599
8105
$2.24K ﹤0.01%
28,003
-1,138
8106
$2.24K ﹤0.01%
1,373
-3,201
8107
$2.24K ﹤0.01%
220
8108
$2.23K ﹤0.01%
+109
8109
$2.23K ﹤0.01%
91
+89
8110
$2.23K ﹤0.01%
+1,166
8111
$2.22K ﹤0.01%
+1,961
8112
$2.21K ﹤0.01%
71
-690
8113
$2.21K ﹤0.01%
200
+169
8114
$2.21K ﹤0.01%
+105
8115
$2.21K ﹤0.01%
276
-121
8116
$2.19K ﹤0.01%
+83
8117
$2.17K ﹤0.01%
+206
8118
$2.17K ﹤0.01%
2,498
-12,371
8119
$2.17K ﹤0.01%
41
-51
8120
$2.15K ﹤0.01%
45
-342
8121
$2.15K ﹤0.01%
87
+29
8122
$2.14K ﹤0.01%
40
-90
8123
$2.12K ﹤0.01%
+215
8124
$2.11K ﹤0.01%
+89
8125
$2.1K ﹤0.01%
+200
323 324
325
326 327