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
1101
$57.6M 0.01%
566,504
-62,427
1102
$57.6M 0.01%
3,583,476
-2,057,516
1103
$57.5M 0.01%
4,598,810
+1,465,307
1104
$57.5M 0.01%
1,436,472
-30,818
1105
$57.4M 0.01%
5,093,068
-1,704,135
1106
$57.1M 0.01%
1,125,600
-1,272,047
1107
$57.1M 0.01%
1,493,106
-158,504
1108
$57.1M 0.01%
2,478,180
+980,082
1109
$56.9M 0.01%
631,574
+2,419
1110
$56.9M 0.01%
3,781,180
+1,991,044
1111
$56.8M 0.01%
616,092
+339,350
1112
$56.7M 0.01%
1,352,395
+652,896
1113
$56.6M 0.01%
1,741,076
+907,957
1114
$56.6M 0.01%
2,137,383
+589,770
1115
$56.3M 0.01%
264,437
-40,651
1116
$56.1M 0.01%
1,987,922
+681,547
1117
$56.1M 0.01%
1,117,628
+22,662
1118
$56M 0.01%
445,684
-200,463
1119
$55.9M 0.01%
430,694
-54,485
1120
$55.9M 0.01%
1,426,514
-15,989
1121
$55.9M 0.01%
1,104,138
+22,083
1122
$55.7M 0.01%
672,476
-219,001
1123
$55.6M 0.01%
3,569,915
+2,176,524
1124
$55.5M 0.01%
1,093,996
-140,079
1125
$55.5M 0.01%
917,817
-390,906
43 44
45
46 47