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
9,744
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
1001
$68.2M 0.01%
216,851
+4,565
1002
$67.9M 0.01%
1,834,981
+528,144
1003
$67.7M 0.01%
681,279
+89,677
1004
$67.5M 0.01%
409,772
-81,983
1005
$67.1M 0.01%
5,201,908
+2,063,456
1006
$67M 0.01%
3,069,903
+66,771
1007
$66.8M 0.01%
2,654,107
-240,480
1008
$66.8M 0.01%
856,661
+344,871
1009
$66.7M 0.01%
1,561,642
-30,253
1010
$66.6M 0.01%
570,774
-3,493
1011
$66.5M 0.01%
1,008,338
+559,636
1012
$66.4M 0.01%
772,755
+57,945
1013
$66.3M 0.01%
614,695
+58,665
1014
$66.1M 0.01%
630,877
-20,183
1015
$66M 0.01%
458,048
+14,696
1016
$65.9M 0.01%
390,393
-225,882
1017
$65.5M 0.01%
2,368,869
+445,262
1018
$65.4M 0.01%
299,118
+116,881
1019
$65.3M 0.01%
2,362,552
+245,858
1020
$65.2M 0.01%
4,054,008
-301,376
1021
$65.2M 0.01%
452,389
-272,759
1022
$65.1M 0.01%
328,977
-15,380
1023
$65M 0.01%
1,159,634
-155,767
1024
$64.9M 0.01%
275,736
-38,003
1025
$64.9M 0.01%
869,789
+453,692
39 40
41
42 43