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
526
$163M 0.03%
3,759,687
-1,370,214
527
$162M 0.03%
2,139,815
-807,642
528
$162M 0.03%
2,806,627
-1,743,519
529
$162M 0.03%
3,132,887
+1,112,555
530
$162M 0.03%
2,374,402
+451,907
531
$161M 0.03%
457,617
-78,918
532
$161M 0.03%
1,716,186
-710,728
533
$161M 0.03%
2,318,001
+580,591
534
$160M 0.03%
1,491,766
-166,180
535
$160M 0.03%
3,275,284
-118,584
536
$159M 0.03%
1,751,120
-210,525
537
$159M 0.03%
5,539,195
-1,354,380
538
$159M 0.03%
1,782,135
+157,632
539
$158M 0.03%
879,534
+21,586
540
$158M 0.03%
5,228,627
+355,854
541
$158M 0.03%
4,841,058
+1,582,707
542
$157M 0.03%
1,098,006
+279,821
543
$156M 0.03%
3,638,334
+1,049,132
544
$156M 0.03%
7,996,275
-1,709,069
545
$156M 0.03%
2,947,827
+552,663
546
$155M 0.03%
22,725,155
+20,334,790
547
$155M 0.03%
84,899
+16,489
548
$155M 0.03%
7,063,189
+2,040,848
549
$155M 0.03%
343,208
-782
550
$154M 0.03%
293,515
+6,352
20 21
22
23 24