UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
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
9,744
New
Increased
Reduced
Closed

Top Buys

1
+$780M
2
+$451M
3
+$445M
4
ACN icon
Accenture
ACN
+$420M
5
KVUE icon
Kenvue
KVUE
+$419M

Top Sells

1
+$1.44B
2
+$1.33B
3
+$970M
4
NVDA icon
NVIDIA
NVDA
+$659M
5
HPE icon
Hewlett Packard
HPE
+$591M

Sector Composition

1 Technology 22.1%
2 Financials 11.59%
3 Industrials 8.22%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$88.7M 0.02%
45,326
-10,241
852
$88.7M 0.02%
3,940,972
-354,679
853
$88.6M 0.02%
1,777,726
+30,353
854
$88.5M 0.02%
4,842,322
+1,943,423
855
$88.5M 0.02%
315,993
+1,366
856
$88.1M 0.02%
511,174
+12,100
857
$87.7M 0.02%
1,206,574
+116,170
858
$87.7M 0.02%
1,505,698
+83,269
859
$87.5M 0.02%
1,343,304
-1,195,231
860
$87.4M 0.02%
1,936,895
+533,097
861
$87M 0.02%
944,125
+71,545
862
$87M 0.02%
1,326,224
+23,282
863
$86.9M 0.02%
482,124
+84,618
864
$86.8M 0.02%
1,867,342
+132,668
865
$86.7M 0.02%
231,096
+20,741
866
$86.5M 0.02%
878,850
+244,349
867
$86.5M 0.02%
792,790
+126,980
868
$86.4M 0.02%
5,157,388
-1,896,283
869
$86.4M 0.02%
3,252,724
+2,704,653
870
$86.3M 0.02%
314,717
+28,481
871
$86.3M 0.02%
483,247
-60,496
872
$86M 0.02%
7,279,069
+3,288,074
873
$85.9M 0.02%
273,682
+87,211
874
$85.9M 0.02%
2,132,485
+88,103
875
$85.7M 0.02%
823,394
+218,859
33 34
35
36 37