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
726
$111M 0.02%
1,998,659
+533,779
727
$111M 0.02%
5,245,008
-466,887
728
$111M 0.02%
639,635
+161,502
729
$111M 0.02%
3,262,029
-314,801
730
$110M 0.02%
779,522
+19,739
731
$110M 0.02%
1,813,780
+720,137
732
$109M 0.02%
2,977,903
-694,329
733
$109M 0.02%
508,912
+292,018
734
$109M 0.02%
1,425,398
+631,856
735
$109M 0.02%
2,609,317
+1,403,769
736
$109M 0.02%
2,006,735
-143,091
737
$109M 0.02%
3,942,232
-2,435,305
738
$109M 0.02%
705,748
-224,463
739
$109M 0.02%
1,510,007
-471,493
740
$108M 0.02%
194,599
-27,499
741
$108M 0.02%
2,028,887
-127,519
742
$108M 0.02%
2,204,285
+106,304
743
$108M 0.02%
777,164
-6,734
744
$108M 0.02%
2,100,590
+700,416
745
$107M 0.02%
477,698
+45,482
746
$107M 0.02%
1,301,779
-13,443
747
$107M 0.02%
3,612,447
+1,547,589
748
$107M 0.02%
2,971,948
-3,095,510
749
$106M 0.02%
942,828
-677,846
750
$106M 0.02%
1,357,028
+61,184
28 29
30
31 32