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
826
$92.5M 0.02%
1,200,557
+150,278
827
$92.4M 0.02%
440,016
-385,563
828
$92.3M 0.02%
563,474
+19,360
829
$92.3M 0.02%
5,199,945
-1,906,490
830
$92.2M 0.02%
4,747,489
-1,440,637
831
$92.2M 0.02%
833,208
+127,799
832
$91.8M 0.02%
984,887
-184,463
833
$91.7M 0.02%
7,991,174
-1,286,549
834
$91.6M 0.02%
583,071
+496,706
835
$91.4M 0.02%
1,447,071
-542,102
836
$91.3M 0.02%
3,553,591
-1,204,719
837
$91.2M 0.02%
5,236,587
+683,435
838
$90.5M 0.02%
5,740,028
-387,677
839
$90.4M 0.02%
3,986,214
+2,816,384
840
$90.4M 0.02%
1,449,368
-154,111
841
$90M 0.02%
1,997,679
+371,727
842
$90M 0.02%
3,772,325
+448,859
843
$89.8M 0.02%
175,236
+55,235
844
$89.6M 0.02%
1,788,181
+175,552
845
$89.2M 0.02%
364,127
-83,655
846
$89.1M 0.02%
3,724,593
-1,168,470
847
$88.9M 0.02%
2,515,724
+671,482
848
$88.9M 0.02%
166,179
+8,046
849
$88.9M 0.02%
10,225,928
+5,043,179
850
$88.8M 0.02%
383,809
-25,638
32 33
34
35 36