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
951
$74.4M 0.01%
1,681,248
+804,363
952
$74.2M 0.01%
4,346,276
+260,434
953
$73.7M 0.01%
606,911
-17,454
954
$73.6M 0.01%
210,976
+27,191
955
$73.5M 0.01%
1,644,801
-717,090
956
$73.5M 0.01%
351,256
-123,673
957
$73.1M 0.01%
625,129
-92,562
958
$73.1M 0.01%
889,256
-7,632
959
$73.1M 0.01%
815,389
+439,441
960
$72.9M 0.01%
709,988
-645,783
961
$72.9M 0.01%
633,543
-741,712
962
$72.6M 0.01%
382,216
+95,375
963
$72.5M 0.01%
301,902
-67,469
964
$72.5M 0.01%
126,477
-49,920
965
$72.4M 0.01%
1,817,663
-987,328
966
$72.3M 0.01%
1,216,710
+5,619
967
$72.1M 0.01%
3,954,039
-173,015
968
$71.9M 0.01%
847,214
-81,720
969
$71.9M 0.01%
1,042,865
-653,756
970
$71.8M 0.01%
1,212,850
-73,381
971
$71.8M 0.01%
253,236
-14,633
972
$71.6M 0.01%
1,221,328
+387,890
973
$71.6M 0.01%
1,142,446
-76,431
974
$71.4M 0.01%
1,756,818
+1,463,611
975
$71.4M 0.01%
377,780
-26,358
37 38
39
40 41