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
576
$148M 0.03%
1,436,711
+446,047
577
$148M 0.03%
4,945,821
+3,049,401
578
$148M 0.03%
2,198,171
-801,581
579
$148M 0.03%
1,692,589
+180,854
580
$147M 0.03%
3,201,544
-3,493,020
581
$146M 0.03%
285,944
+7,376
582
$145M 0.03%
973,628
-33,448
583
$145M 0.03%
1,721,236
+278,858
584
$145M 0.03%
1,777,376
-22,475
585
$145M 0.03%
1,357,284
+48,744
586
$144M 0.03%
3,304,892
+81,074
587
$144M 0.02%
1,836,495
-423,399
588
$144M 0.02%
989,270
+222,982
589
$143M 0.02%
460,503
-102,837
590
$143M 0.02%
3,692,788
+429,328
591
$142M 0.02%
979,192
+599,104
592
$142M 0.02%
2,456,580
-386,458
593
$142M 0.02%
2,415,792
+607,671
594
$142M 0.02%
1,019,484
-239,128
595
$142M 0.02%
840,685
+134,336
596
$141M 0.02%
1,061,907
-49,465
597
$141M 0.02%
493,986
-49,939
598
$141M 0.02%
973,436
+614,997
599
$140M 0.02%
6,891,471
+1,789,715
600
$140M 0.02%
5,261,115
-7,584
22 23
24
25 26