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
351
$261M 0.05%
19,016,860
-10,135,326
352
$261M 0.05%
1,573,813
+236,927
353
$261M 0.05%
2,191,498
+485,955
354
$261M 0.05%
1,196,020
-342,205
355
$261M 0.05%
3,217,340
-911,668
356
$259M 0.04%
2,369,230
-345,719
357
$259M 0.04%
3,186,073
+706,626
358
$259M 0.04%
1,323,300
+316,070
359
$257M 0.04%
940,752
-184,263
360
$257M 0.04%
3,719,386
+52,575
361
$256M 0.04%
1,274,063
-143,965
362
$256M 0.04%
1,372,367
-737,825
363
$255M 0.04%
5,626,383
-440,553
364
$253M 0.04%
3,984,309
+512,154
365
$253M 0.04%
2,043,734
-48,638
366
$251M 0.04%
2,418,151
-1,114,195
367
$251M 0.04%
714,026
-440,134
368
$246M 0.04%
584,950
-130,330
369
$245M 0.04%
235,236
-278
370
$245M 0.04%
4,963,965
+834,501
371
$244M 0.04%
1,965,741
+1,237,279
372
$243M 0.04%
4,606,248
+76,082
373
$242M 0.04%
2,408,957
+283,008
374
$242M 0.04%
419,731
-61,898
375
$241M 0.04%
2,900,808
-570,861
13 14
15
16 17