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
501
$173M 0.03%
1,352,941
-524,329
502
$172M 0.03%
2,883,952
-435,267
503
$172M 0.03%
5,598,807
-293,352
504
$172M 0.03%
1,501,980
-283,336
505
$171M 0.03%
5,433,396
+3,426,263
506
$171M 0.03%
3,815,572
-153,586
507
$170M 0.03%
3,255,113
-2,992,119
508
$169M 0.03%
4,115,691
-132,164
509
$169M 0.03%
1,932,691
-61,819
510
$169M 0.03%
1,702,315
-792,256
511
$168M 0.03%
5,053,685
+949,703
512
$167M 0.03%
342,650
+14,067
513
$166M 0.03%
1,419,370
-7,403
514
$166M 0.03%
1,754,794
+241,368
515
$166M 0.03%
1,678,509
+13,899
516
$166M 0.03%
2,375,996
+666,403
517
$166M 0.03%
4,368,925
+1,174,307
518
$165M 0.03%
4,061,328
+461,138
519
$164M 0.03%
2,464,382
+547,777
520
$164M 0.03%
2,126,177
-77,252
521
$164M 0.03%
1,356,826
-346,876
522
$164M 0.03%
2,692,935
-151,267
523
$164M 0.03%
975,130
+39,760
524
$164M 0.03%
8,622,303
+59,411
525
$164M 0.03%
2,404,096
+488,042
19 20
21
22 23