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
1126
$55.4M 0.01%
313,800
+38,073
1127
$55.2M 0.01%
4,406,480
-110,528
1128
$55M 0.01%
1,732,436
-371
1129
$54.9M 0.01%
4,811,580
+3,479,892
1130
$54.9M 0.01%
800,872
+50,174
1131
$54.8M 0.01%
310,202
-9,582
1132
$54.8M 0.01%
2,912,335
+611,916
1133
$54.7M 0.01%
650,270
+50,945
1134
$54.7M 0.01%
2,235,509
-121,497
1135
$54.7M 0.01%
1,894,330
+433,629
1136
$54.6M 0.01%
1,086,690
+128,825
1137
$54.6M 0.01%
1,183,747
+1,183,744
1138
$54.6M 0.01%
985,248
+159,510
1139
$54.6M 0.01%
2,799,910
-1,788,587
1140
$54.6M 0.01%
3,832,120
+3,246,505
1141
$54.5M 0.01%
2,451,373
+761,527
1142
$54.4M 0.01%
3,074,313
+1,202,363
1143
$54.4M 0.01%
2,654,851
+325,395
1144
$54.4M 0.01%
235,292
+114,661
1145
$54.4M 0.01%
2,331,214
+85,254
1146
$54.4M 0.01%
1,276,296
-1,161,911
1147
$54.4M 0.01%
3,509,318
+2,667,947
1148
$54.3M 0.01%
520,474
-1,095
1149
$54.3M 0.01%
4,739,627
+1,017,626
1150
$54.2M 0.01%
2,263,149
-3,243,820
44 45
46
47 48