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
626
$134M 0.02%
1,406,694
-21,943
627
$134M 0.02%
2,890,547
+1,293,212
628
$134M 0.02%
458,696
+199,237
629
$134M 0.02%
3,319,062
-1,271,837
630
$133M 0.02%
2,177,650
+1,384
631
$132M 0.02%
9,504,999
-589,360
632
$132M 0.02%
3,609,941
+1,896,614
633
$131M 0.02%
6,921,965
-124,201
634
$131M 0.02%
1,748,996
-101,238
635
$131M 0.02%
26,008,863
+3,027,518
636
$131M 0.02%
497,430
+55,790
637
$130M 0.02%
1,008,758
-831,438
638
$130M 0.02%
692,000
-14,737
639
$130M 0.02%
3,021,802
+1,122,329
640
$130M 0.02%
1,916,963
-1,308,527
641
$130M 0.02%
1,382,924
+281,255
642
$129M 0.02%
1,451,419
+85,220
643
$129M 0.02%
2,470,633
-386,837
644
$129M 0.02%
2,795,604
+1,878,528
645
$129M 0.02%
593,658
-178,845
646
$129M 0.02%
16,888,821
+1,442,489
647
$129M 0.02%
4,577,203
-307,524
648
$128M 0.02%
354,277
-47,454
649
$128M 0.02%
1,802,486
-385,213
650
$128M 0.02%
437,035
+15,747
24 25
26
27 28