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
451
$192M 0.03%
3,740,904
-2,665,974
452
$192M 0.03%
3,910,173
-259,738
453
$192M 0.03%
7,854,808
+1,389,784
454
$192M 0.03%
11,464,212
-2,772,054
455
$192M 0.03%
2,614,241
+4,571
456
$191M 0.03%
877,801
+10,839
457
$191M 0.03%
1,443,377
+383,416
458
$191M 0.03%
10,405,116
+2,241,021
459
$191M 0.03%
1,898,366
-367,084
460
$190M 0.03%
1,051,234
-276,619
461
$190M 0.03%
1,262,661
-7,787
462
$190M 0.03%
788,870
+7,802
463
$189M 0.03%
2,242,532
+344,579
464
$187M 0.03%
1,162,795
-58,167
465
$187M 0.03%
3,629,764
-1,140,192
466
$186M 0.03%
2,048,251
-31,029
467
$186M 0.03%
1,467,367
+52,237
468
$186M 0.03%
2,922,647
+71,279
469
$185M 0.03%
1,070,704
+137,508
470
$185M 0.03%
6,986,597
-473,871
471
$185M 0.03%
1,800,227
+654,941
472
$184M 0.03%
5,793,357
-564,431
473
$184M 0.03%
5,061,380
+830,939
474
$184M 0.03%
1,003,554
+217,569
475
$184M 0.03%
637,816
-35,005
17 18
19
20 21