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
476
$182M 0.03%
2,489,742
+1,089,218
477
$182M 0.03%
1,234,929
+81,709
478
$182M 0.03%
10,214,470
+279,475
479
$181M 0.03%
3,699,419
-1,527,885
480
$180M 0.03%
1,638,519
+2,166
481
$180M 0.03%
3,552,462
+183,977
482
$179M 0.03%
728,051
-1,207,352
483
$179M 0.03%
789,979
+150,779
484
$179M 0.03%
1,934,192
-273,722
485
$179M 0.03%
4,437,948
+1,762,351
486
$179M 0.03%
1,332,588
+78,768
487
$179M 0.03%
438,135
+75,866
488
$178M 0.03%
4,428,869
+606,589
489
$177M 0.03%
6,126,711
-8,434
490
$177M 0.03%
543,486
+264,848
491
$177M 0.03%
2,461,868
-153,486
492
$176M 0.03%
967,142
-149,853
493
$176M 0.03%
978,481
+36,769
494
$176M 0.03%
8,397,079
+5,186,912
495
$175M 0.03%
736,343
+238,057
496
$175M 0.03%
3,510,704
-605,929
497
$174M 0.03%
1,467,625
-1,850,171
498
$173M 0.03%
1,367,024
-915,367
499
$173M 0.03%
4,372,655
+1,204,570
500
$173M 0.03%
1,786,145
+1,120,971
18 19
20
21 22