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
376
$241M 0.04%
70,147,507
-4,807,962
377
$241M 0.04%
733,546
+291,118
378
$240M 0.04%
5,242,838
+99,820
379
$240M 0.04%
1,456,386
-1,009
380
$239M 0.04%
1,590,434
-1,071,612
381
$239M 0.04%
6,673,480
+2,264,161
382
$238M 0.04%
2,950,076
-664,334
383
$238M 0.04%
2,859,979
+745,392
384
$238M 0.04%
3,792,501
-4,577
385
$235M 0.04%
764,217
-261,648
386
$235M 0.04%
4,455,004
-803,678
387
$235M 0.04%
2,370,535
+1,367,995
388
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2,911,792
-479,616
389
$234M 0.04%
4,199,172
+163,601
390
$233M 0.04%
588,312
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391
$233M 0.04%
2,926,956
+545,474
392
$232M 0.04%
7,095,053
-2,230,073
393
$230M 0.04%
2,702,507
-16,260
394
$230M 0.04%
2,501,501
+796,630
395
$230M 0.04%
1,803,271
-103,341
396
$230M 0.04%
2,845,748
+680,068
397
$229M 0.04%
16,688,125
+2,993,644
398
$227M 0.04%
3,047,558
-152,701
399
$226M 0.04%
817,759
-47,451
400
$226M 0.04%
6,401,958
-347,601
14 15
16
17 18