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
76
$1.07B 0.18%
11,651,013
+2,348,367
77
$1.07B 0.18%
11,924,839
+932,421
78
$1.03B 0.18%
4,470,559
+20,084
79
$1.01B 0.17%
23,259,647
+813,920
80
$1B 0.17%
4,787,225
-11,172
81
$1B 0.17%
6,704,742
+424,383
82
$998M 0.17%
11,304,049
-317,560
83
$993M 0.17%
4,539,709
-205,119
84
$990M 0.17%
9,981,683
-12,553
85
$976M 0.17%
2,405,949
-214,005
86
$973M 0.17%
8,834,680
-114,464
87
$971M 0.17%
4,098,496
+35,405
88
$962M 0.17%
1,888,813
-262,738
89
$962M 0.17%
42,931,296
+5,181,081
90
$961M 0.17%
9,876,133
-565,522
91
$943M 0.16%
11,767,236
-2,247,855
92
$942M 0.16%
7,595,638
-559,632
93
$938M 0.16%
32,027,203
+2,650,822
94
$935M 0.16%
2,417,071
+133,188
95
$926M 0.16%
9,410,082
-2,273,007
96
$926M 0.16%
3,596,130
-1,204,465
97
$920M 0.16%
6,968,535
-531,318
98
$918M 0.16%
18,562,113
+1,122,936
99
$915M 0.16%
1,683,008
-273,585
100
$907M 0.16%
7,342,977
-138,966
2 3
4
5 6