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
801
$96.9M 0.02%
9,982,354
+3,869,796
802
$96.8M 0.02%
3,825,354
-48,132
803
$96.4M 0.02%
418,695
+29,855
804
$96.3M 0.02%
5,355,481
-502,918
805
$96.3M 0.02%
593,243
-103,641
806
$96.3M 0.02%
1,266,853
-81,516
807
$96.2M 0.02%
726,590
-424,009
808
$96.1M 0.02%
1,094,613
-1,228,083
809
$96M 0.02%
979,793
+367,352
810
$95.9M 0.02%
3,652,361
-459,818
811
$95.2M 0.02%
1,277,309
+9,146
812
$95M 0.02%
1,976,011
+500,101
813
$94.3M 0.02%
504,793
-57,662
814
$94.1M 0.02%
2,008,844
-306,042
815
$94M 0.02%
2,142,016
+205,372
816
$93.7M 0.02%
361,447
-247,835
817
$93.7M 0.02%
2,149,080
+15,147
818
$93.6M 0.02%
909,341
-461,927
819
$93.2M 0.02%
1,695,593
+1,579
820
$93.2M 0.02%
4,476,348
-13,033
821
$92.9M 0.02%
5,926,576
+34,421
822
$92.8M 0.02%
1,320,434
-465,291
823
$92.7M 0.02%
1,361,182
+36,326
824
$92.7M 0.02%
1,723,214
-323,088
825
$92.5M 0.02%
1,001,720
+949,579
31 32
33
34 35