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
651
$128M 0.02%
1,857,047
+424,021
652
$128M 0.02%
2,508,797
-184,041
653
$127M 0.02%
2,750,687
+8,479
654
$127M 0.02%
2,550,841
+763,261
655
$127M 0.02%
1,811,185
-195,665
656
$127M 0.02%
3,308,006
-403,455
657
$127M 0.02%
2,008,204
-276,626
658
$127M 0.02%
444,583
+94,707
659
$127M 0.02%
1,063,096
-138,667
660
$127M 0.02%
1,254,214
-309,159
661
$126M 0.02%
2,180,930
+1,048,915
662
$126M 0.02%
3,059,742
+56,700
663
$125M 0.02%
5,677,610
+2,212,536
664
$124M 0.02%
962,858
+416,577
665
$123M 0.02%
4,780,774
+2,298,720
666
$123M 0.02%
719,607
+58,940
667
$123M 0.02%
2,131,653
+567,214
668
$123M 0.02%
1,273,673
+508,930
669
$123M 0.02%
697,920
+326,086
670
$123M 0.02%
4,556,131
+2,864,446
671
$122M 0.02%
590,754
+144,917
672
$122M 0.02%
1,274,681
-58,513
673
$122M 0.02%
1,528,816
-444,402
674
$122M 0.02%
2,056,929
+706,143
675
$122M 0.02%
1,104,007
-460,021
25 26
27
28 29