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
601
$140M 0.02%
1,557,222
+365,753
602
$140M 0.02%
5,157,841
+205,998
603
$140M 0.02%
5,720,332
-940,445
604
$139M 0.02%
1,050,167
-71,050
605
$139M 0.02%
5,892,549
-223,319
606
$139M 0.02%
9,771,755
+7,578,735
607
$138M 0.02%
1,213,357
-24,419
608
$138M 0.02%
2,843,577
+771,685
609
$138M 0.02%
2,501,251
+2,148,380
610
$138M 0.02%
3,538,461
+2,297,971
611
$138M 0.02%
533,756
-87,707
612
$137M 0.02%
1,510,565
+27,974
613
$137M 0.02%
5,965,054
+233,986
614
$137M 0.02%
1,288,690
-205,491
615
$137M 0.02%
1,944,195
-19,123
616
$137M 0.02%
1,369,477
+895,818
617
$137M 0.02%
581,768
+138,635
618
$136M 0.02%
2,033,050
+521,302
619
$136M 0.02%
831,309
-9,642
620
$136M 0.02%
583,101
+27,978
621
$135M 0.02%
702,490
-53,476
622
$135M 0.02%
2,672,525
+52,004
623
$134M 0.02%
+741,468
624
$134M 0.02%
1,059,768
+177,741
625
$134M 0.02%
2,891,501
-82,915
23 24
25
26 27