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
1051
$62.1M 0.01%
1,020,907
-149,794
1052
$62M 0.01%
1,236,305
+343,366
1053
$62M 0.01%
1,088,027
+760,780
1054
$61.9M 0.01%
7,312,180
+1,771,391
1055
$61.9M 0.01%
5,705,191
+4,421,171
1056
$61.9M 0.01%
1,340,870
+842,290
1057
$61.8M 0.01%
1,094,779
+235,603
1058
$61.8M 0.01%
848,094
-8,730
1059
$61.7M 0.01%
1,792,515
-689,854
1060
$61.7M 0.01%
1,151,153
+126,117
1061
$61.6M 0.01%
1,183,819
-1,097,242
1062
$61.6M 0.01%
2,202,340
+1,509,102
1063
$61.5M 0.01%
1,096,078
+119,065
1064
$61.4M 0.01%
868,942
+484,809
1065
$61.1M 0.01%
250,098
-295,514
1066
$61.1M 0.01%
2,944,349
+748,789
1067
$61M 0.01%
181,458
-234,591
1068
$60.9M 0.01%
2,085,902
+277,849
1069
$60.7M 0.01%
1,077,968
-300,354
1070
$60.7M 0.01%
1,209,528
+272,577
1071
$60.4M 0.01%
1,529,323
-361,279
1072
$60.3M 0.01%
1,387,029
+143,505
1073
$60.1M 0.01%
232,287
+42,528
1074
$60.1M 0.01%
324,485
-139,662
1075
$60.1M 0.01%
6,915,017
+32,320
41 42
43
44 45