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
1076
$60.1M 0.01%
682,576
-527,107
1077
$60M 0.01%
865,168
+42,002
1078
$59.8M 0.01%
1,350,195
+417,054
1079
$59.4M 0.01%
351,676
-680
1080
$59.4M 0.01%
1,161,807
+28,126
1081
$59.3M 0.01%
2,926,029
-918,548
1082
$59.3M 0.01%
1,584,876
+498,770
1083
$59.3M 0.01%
469,560
+62,771
1084
$59.1M 0.01%
1,037,785
-359,187
1085
$59M 0.01%
434,904
+215,872
1086
$58.9M 0.01%
473,626
-666,774
1087
$58.8M 0.01%
1,047,597
-28,309
1088
$58.6M 0.01%
868,649
-36,630
1089
$58.5M 0.01%
2,783,967
-495,176
1090
$58.5M 0.01%
1,326,982
-711,050
1091
$58.3M 0.01%
423,811
+108,051
1092
$58.3M 0.01%
1,638,195
+1,010,064
1093
$58M 0.01%
5,212,678
-313,373
1094
$58M 0.01%
2,229,245
+524,527
1095
$57.9M 0.01%
782,569
+303,262
1096
$57.8M 0.01%
3,049,230
+415,345
1097
$57.8M 0.01%
1,126,356
+289,284
1098
$57.7M 0.01%
1,553,976
-72,696
1099
$57.7M 0.01%
5,959,792
+4,185,464
1100
$57.6M 0.01%
5,414,938
-109,745
42 43
44
45 46