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
976
$71.4M 0.01%
826,959
+658,807
977
$71.3M 0.01%
2,812,232
+468,541
978
$71.2M 0.01%
1,232,585
+26,095
979
$71.1M 0.01%
761,823
-172,294
980
$71M 0.01%
527,561
-15,868
981
$70.9M 0.01%
678,547
-464,015
982
$70.8M 0.01%
755,852
+25,636
983
$70.8M 0.01%
1,213,060
+129,535
984
$70.4M 0.01%
1,409,475
-978,113
985
$70.3M 0.01%
1,361,912
-1,485,960
986
$70.1M 0.01%
1,747,830
+84,746
987
$70M 0.01%
448,364
-336,285
988
$70M 0.01%
237,501
+18,879
989
$69.9M 0.01%
3,413,817
+98,473
990
$69.8M 0.01%
896,703
-291,990
991
$69.8M 0.01%
170,309
+46,736
992
$69.8M 0.01%
1,680,619
-364,350
993
$69.7M 0.01%
968,190
+251,308
994
$69.6M 0.01%
1,538,284
-315,541
995
$69.3M 0.01%
1,103,754
-836,439
996
$68.9M 0.01%
1,788,627
+52,598
997
$68.8M 0.01%
3,200,742
-1,567,298
998
$68.6M 0.01%
4,392,155
+407,957
999
$68.6M 0.01%
1,601,649
+18,175
1000
$68.3M 0.01%
1,020,502
+733,391
38 39
40
41 42