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
426
$210M 0.04%
1,626,755
+14,507
427
$209M 0.04%
2,591,313
-1,948,537
428
$208M 0.04%
2,847,870
-1,510,459
429
$208M 0.04%
3,082,017
-1,537,307
430
$206M 0.04%
2,404,609
-48,377
431
$205M 0.04%
1,262,863
+489,575
432
$205M 0.04%
3,767,295
+97,449
433
$205M 0.04%
3,843,880
+89,691
434
$204M 0.04%
2,436,892
+79,315
435
$203M 0.04%
4,141,251
-2,305,625
436
$201M 0.03%
1,331,614
+15,503
437
$201M 0.03%
5,238,287
-2,633,768
438
$200M 0.03%
3,056,738
-43,934
439
$200M 0.03%
373,011
-3,532
440
$200M 0.03%
1,427,086
+119,665
441
$200M 0.03%
363,905
-63,601
442
$199M 0.03%
1,974,321
-5,328
443
$199M 0.03%
1,736,346
+478,712
444
$198M 0.03%
818,409
+309,197
445
$197M 0.03%
2,300,112
-151,462
446
$196M 0.03%
3,279,956
-75,884
447
$195M 0.03%
722,593
-429,808
448
$194M 0.03%
3,952,977
-286,855
449
$194M 0.03%
1,538,586
+102,078
450
$193M 0.03%
2,026,615
-2,594,786
16 17
18
19 20