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
751
$106M 0.02%
506,469
-460,182
752
$105M 0.02%
3,670,588
-247,631
753
$105M 0.02%
2,339,287
-953,791
754
$105M 0.02%
514,025
-75,194
755
$104M 0.02%
1,302,461
+151,888
756
$104M 0.02%
1,309,271
+47,893
757
$104M 0.02%
4,498,660
-397,224
758
$103M 0.02%
1,040,281
-48,628
759
$103M 0.02%
573,796
-140,205
760
$103M 0.02%
1,151,644
-62,884
761
$103M 0.02%
982,542
+127,743
762
$103M 0.02%
782,534
+13,802
763
$102M 0.02%
699,430
-87,302
764
$102M 0.02%
866,321
-38,366
765
$102M 0.02%
2,081,451
-332,289
766
$101M 0.02%
3,070,665
+936,446
767
$101M 0.02%
300,296
+113,623
768
$101M 0.02%
416,587
-161,228
769
$101M 0.02%
1,109,965
+292,413
770
$101M 0.02%
1,359,799
-60,507
771
$101M 0.02%
765,528
-28,781
772
$100M 0.02%
1,002,203
+3,239
773
$100M 0.02%
1,859,698
-2,028,949
774
$100M 0.02%
7,727,666
+342,855
775
$100M 0.02%
623,663
-280,756
29 30
31
32 33