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
901
$81.9M 0.01%
9,652,286
+3,017,997
902
$81.8M 0.01%
369,616
+120,165
903
$81.7M 0.01%
1,378,068
+20,640
904
$80.8M 0.01%
2,204,294
+317,009
905
$80.7M 0.01%
401,385
+72,857
906
$80.7M 0.01%
566,183
+81,484
907
$80.5M 0.01%
560,723
+212,948
908
$80.3M 0.01%
1,041,624
-529,486
909
$80.1M 0.01%
1,085,031
+70,760
910
$80M 0.01%
1,477,025
+472,971
911
$79.8M 0.01%
1,425,224
+144,633
912
$79.7M 0.01%
5,059,945
-1,576,331
913
$79.5M 0.01%
2,206,765
+854,289
914
$79.3M 0.01%
1,062,286
-99,412
915
$79.3M 0.01%
1,524,387
+1,173,156
916
$79.2M 0.01%
502,037
+133,800
917
$78.8M 0.01%
1,518,856
-1,128,008
918
$78.7M 0.01%
979,596
+445,887
919
$78.6M 0.01%
4,000,991
+393,716
920
$78.5M 0.01%
3,541,317
-741,691
921
$78.1M 0.01%
581,325
+23,929
922
$78.1M 0.01%
2,834,286
-4,932,406
923
$78M 0.01%
1,434,897
+347,625
924
$77.5M 0.01%
1,079,461
-281,829
925
$77.4M 0.01%
4,229,398
+2,233,666
35 36
37
38 39