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
226
$414M 0.07%
2,717,440
-684,601
227
$412M 0.07%
2,834,658
-514,707
228
$412M 0.07%
3,359,251
-1,463,077
229
$409M 0.07%
5,504,675
+164,978
230
$409M 0.07%
2,424,206
+296,781
231
$406M 0.07%
4,262,778
+424,178
232
$406M 0.07%
14,057,791
+6,882,842
233
$403M 0.07%
4,211,866
+403,027
234
$401M 0.07%
1,403,927
+196,942
235
$400M 0.07%
4,395,857
-746,423
236
$399M 0.07%
3,809,792
+733,742
237
$391M 0.07%
1,607,329
-478,884
238
$391M 0.07%
4,376,574
-370,922
239
$391M 0.07%
491,847
-42,673
240
$391M 0.07%
12,616,796
-545,223
241
$389M 0.07%
3,586,889
+11,099
242
$389M 0.07%
1,551,126
-28,710
243
$388M 0.07%
2,341,067
+824,862
244
$387M 0.07%
8,560,506
+829,122
245
$387M 0.07%
1,436,794
-135,950
246
$386M 0.07%
944,717
+116,778
247
$384M 0.07%
3,885,651
-250,351
248
$383M 0.07%
4,171,860
-618,555
249
$379M 0.07%
4,707,934
-31,545
250
$375M 0.06%
2,343,334
+1,043,120
8 9
10
11 12