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
9,743
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
8776
$1 ﹤0.01%
1
8777
$1 ﹤0.01%
1
-15,322
8778
– –
-1
8779
– –
-246,259
8780
– –
-2,487
8781
– –
-60
8782
– –
-1,663,802
8783
– –
-13,660
8784
– –
-158,913
8785
– –
-20,076
8786
– –
-4,752,579
8787
– –
-2,901,056
8788
– –
-2,005,791
8789
– –
-19,440
8790
– –
-16,930
8791
– –
-45,713
8792
– –
-1,353
8793
– –
-5,692,606
8794
– –
-2,528
8795
– –
-15,857
8796
– –
-1,000
8797
– –
-3,582,399
8798
– –
-264,646
8799
– –
-10
8800
– –
-2,488
350 351
352
353 354