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
776
$100M 0.02%
3,340,988
+1,011,382
777
$99.9M 0.02%
9,668,039
-7,698,977
778
$99.7M 0.02%
1,314,331
-1,006,379
779
$99.5M 0.02%
1,103,545
+14,467
780
$99.5M 0.02%
2,376,048
+29,825
781
$99.5M 0.02%
787,496
-126,778
782
$99.4M 0.02%
167,723
-12,894
783
$99.3M 0.02%
983,854
+771,131
784
$99.2M 0.02%
1,609,289
+1,083,809
785
$99.1M 0.02%
49,594
-32,485
786
$99M 0.02%
1,246,883
-225,347
787
$99M 0.02%
3,902,281
-13,588
788
$99M 0.02%
1,004,743
+148,360
789
$99M 0.02%
1,657,933
-250,352
790
$98.9M 0.02%
892,199
-352,054
791
$98.8M 0.02%
1,223,278
+488,078
792
$98.7M 0.02%
2,111,731
+610,399
793
$98.5M 0.02%
8,381,783
+2,724,020
794
$98.4M 0.02%
641,476
-235,758
795
$98M 0.02%
4,455,318
+2,671,526
796
$97.8M 0.02%
2,834,900
+151,725
797
$97.5M 0.02%
2,835,010
-340,781
798
$97.2M 0.02%
1,734,906
+206,319
799
$97.1M 0.02%
3,267,423
+499,734
800
$97M 0.02%
1,403,591
-1,014,497
30 31
32
33 34