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
9476
– –
-2,857,492
9477
– –
-67
9478
– –
-621
9479
– –
-1,343
9480
– –
-150
9481
– –
-1
9482
– –
-6,472
9483
– –
-1,100
9484
– –
-80
9485
– –
-22,345
9486
– –
-2,408
9487
$0 ﹤0.01%
312
-2,385
9488
– –
-3
9489
– –
-9
9490
– –
-210
9491
– –
-29
9492
– –
-1,502
9493
– –
-5
9494
– –
-672
9495
– –
-2,675
9496
– –
-677
9497
– –
-14,697
9498
– –
-109
9499
– –
-19
9500
– –
-29,003
378 379
380
381 382