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
926
$77.2M 0.01%
5,384,148
+2,419,492
927
$77M 0.01%
4,006,771
+155,095
928
$76.8M 0.01%
332,718
+93,161
929
$76.6M 0.01%
1,041,441
-271,660
930
$76.6M 0.01%
974,046
+19,340
931
$76.5M 0.01%
1,591,948
-562,902
932
$76.4M 0.01%
486,897
+186,366
933
$76.2M 0.01%
2,594,530
-43,314
934
$76.2M 0.01%
406,384
-61,181
935
$76.1M 0.01%
1,554,263
-212,787
936
$75.8M 0.01%
1,777,367
+359,998
937
$75.7M 0.01%
168,421
+140,712
938
$75.7M 0.01%
602,125
-183,376
939
$75.7M 0.01%
528,091
+277,632
940
$75.6M 0.01%
222,552
-24,923
941
$75.5M 0.01%
2,361,604
-381,397
942
$75.5M 0.01%
1,569,477
-219,443
943
$75.4M 0.01%
2,010,966
-990,954
944
$75.4M 0.01%
938,956
+87,635
945
$75.2M 0.01%
2,092,420
-195,090
946
$75.2M 0.01%
1,168,538
+483,306
947
$74.9M 0.01%
532,825
+172,963
948
$74.9M 0.01%
938,603
+251,063
949
$74.8M 0.01%
167,122
-22,118
950
$74.4M 0.01%
811,763
-88,643
36 37
38
39 40