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
276
$339M 0.06%
3,757,572
+1,800,178
277
$338M 0.06%
995,872
+20,504
278
$338M 0.06%
1,365,168
-178,854
279
$334M 0.06%
10,303,749
-11,353,191
280
$333M 0.06%
5,273,079
+3,102,962
281
$330M 0.06%
1,951,173
+20,058
282
$329M 0.06%
2,223,591
+426,658
283
$329M 0.06%
3,029,712
-1,254,516
284
$329M 0.06%
3,120,386
+115,192
285
$329M 0.06%
845,918
-89,488
286
$325M 0.06%
3,465,922
-90,537
287
$325M 0.06%
6,407,743
+437,221
288
$325M 0.06%
29,950,597
+2,261,684
289
$323M 0.06%
1,136,980
+16,001
290
$322M 0.06%
7,670,607
+1,120,428
291
$322M 0.06%
2,095,044
-661,116
292
$321M 0.06%
5,115,328
+258,333
293
$319M 0.06%
1,633,911
-36,940
294
$317M 0.05%
632,215
-269,956
295
$317M 0.05%
2,283,766
+17,979
296
$315M 0.05%
1,972,747
-456,790
297
$315M 0.05%
1,826,316
-235,028
298
$314M 0.05%
1,810,133
-60,505
299
$312M 0.05%
5,948,481
+1,617,856
300
$312M 0.05%
700,002
-37,416
10 11
12
13 14