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
401
$224M 0.04%
3,846,090
+95,103
402
$223M 0.04%
3,005,378
+487,977
403
$222M 0.04%
1,690,061
+6,514
404
$221M 0.04%
472,191
+101,698
405
$221M 0.04%
785,817
+112,191
406
$220M 0.04%
7,130,831
+2,133,704
407
$220M 0.04%
3,885,912
+418,959
408
$220M 0.04%
1,707,993
+87,596
409
$219M 0.04%
914,415
-11,314
410
$219M 0.04%
2,100,833
+639,453
411
$218M 0.04%
717,633
+34,478
412
$218M 0.04%
1,123,002
-111,379
413
$218M 0.04%
1,647,734
-29,249
414
$218M 0.04%
725,367
-408,407
415
$217M 0.04%
4,175,824
-253,597
416
$216M 0.04%
381,758
-19,245
417
$216M 0.04%
2,852,727
+485,985
418
$216M 0.04%
1,799,291
+489,309
419
$215M 0.04%
2,136,929
+443,341
420
$215M 0.04%
1,638,048
+1,175,545
421
$214M 0.04%
1,935,717
+669,502
422
$213M 0.04%
3,126,551
-43,037
423
$213M 0.04%
1,820,051
+759,693
424
$213M 0.04%
1,567,632
-46,968
425
$212M 0.04%
23,096,255
+11,589,810
15 16
17
18 19