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
301
$311M 0.05%
27,161,332
+1,226,101
302
$305M 0.05%
2,366,167
+263,027
303
$305M 0.05%
4,769,579
+103,606
304
$304M 0.05%
11,783,283
+2,162,161
305
$304M 0.05%
30,312,666
+4,948,270
306
$302M 0.05%
9,144,842
+432,514
307
$302M 0.05%
1,134,365
+122,985
308
$302M 0.05%
2,243,287
+285,338
309
$300M 0.05%
3,612,286
+45,510
310
$300M 0.05%
2,251,392
-89,621
311
$298M 0.05%
1,200,147
-70,405
312
$297M 0.05%
358,858
+34,097
313
$296M 0.05%
2,441,684
-426,260
314
$295M 0.05%
3,146,341
-634,755
315
$293M 0.05%
5,567,128
-375,827
316
$290M 0.05%
886,654
-22,500
317
$290M 0.05%
3,180,299
-401,516
318
$288M 0.05%
7,046,582
-34,560
319
$287M 0.05%
1,729,011
-175,784
320
$286M 0.05%
2,886,811
+2,222,660
321
$285M 0.05%
2,707,574
+1,290,265
322
$285M 0.05%
1,111,496
+89,395
323
$283M 0.05%
551,245
-16,755
324
$282M 0.05%
76,015
-10,748
325
$282M 0.05%
910,041
-37,344
11 12
13
14 15