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
701
$117M 0.02%
446,836
-76,610
702
$116M 0.02%
350,917
-228,753
703
$116M 0.02%
3,763,701
+1,325,471
704
$116M 0.02%
15,643
-3,232
705
$115M 0.02%
890,923
+62,824
706
$115M 0.02%
1,516,141
+148,733
707
$115M 0.02%
1,675,354
+522,692
708
$115M 0.02%
3,508,045
+249,562
709
$114M 0.02%
3,311,392
+68,258
710
$114M 0.02%
606,132
+139
711
$114M 0.02%
1,077,831
+217,012
712
$113M 0.02%
1,141,093
+333,240
713
$113M 0.02%
4,644,345
+1,875,021
714
$113M 0.02%
627,740
+489,294
715
$113M 0.02%
1,308,437
+163,865
716
$112M 0.02%
3,290,630
-138,360
717
$112M 0.02%
1,186,181
+923,327
718
$112M 0.02%
735,269
-1,656,516
719
$111M 0.02%
994,534
-148,740
720
$111M 0.02%
1,580,767
-1,009,234
721
$111M 0.02%
3,308,154
+22,235
722
$111M 0.02%
651,563
+71,080
723
$111M 0.02%
1,435,519
-47,874
724
$111M 0.02%
1,244,100
-64,402
725
$111M 0.02%
2,895,182
-1,313,094
27 28
29
30 31