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
26
$2.13B 0.37%
3,790,811
+191,072
27
$2.05B 0.36%
5,594,029
-1,310,463
28
$2.02B 0.35%
6,619,040
-1,459,229
29
$2B 0.35%
2,831,346
-160,494
30
$1.93B 0.33%
19,781,952
-1,040,322
31
$1.93B 0.33%
3,100,486
-713,682
32
$1.92B 0.33%
17,846,765
+388,941
33
$1.92B 0.33%
12,540,157
+631,134
34
$1.89B 0.33%
26,649,274
-706,148
35
$1.88B 0.33%
8,315,134
-1,719
36
$1.8B 0.31%
25,946,968
-5,138,034
37
$1.77B 0.31%
11,122,475
-1,520,559
38
$1.74B 0.3%
20,884,114
-2,252,811
39
$1.68B 0.29%
7,227,802
+427,316
40
$1.68B 0.29%
6,154,612
+202,056
41
$1.67B 0.29%
10,462,588
+1,631,145
42
$1.59B 0.28%
5,675,783
+51,750
43
$1.57B 0.27%
11,121,603
-1,005,119
44
$1.56B 0.27%
27,422,460
+675,452
45
$1.52B 0.26%
10,410,088
+1,454,212
46
$1.52B 0.26%
7,814,256
-146,116
47
$1.47B 0.25%
5,018,720
-1,318,921
48
$1.43B 0.25%
30,148,861
-6,673,340
49
$1.43B 0.25%
3,993,221
-692,438
50
$1.39B 0.24%
6,786,670
-349,450
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