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
1151
$54.1M 0.01%
1,035,961
+56,993
1152
$54.1M 0.01%
100,861
+6,706
1153
$53.9M 0.01%
1,011,124
-192,018
1154
$53.8M 0.01%
660,331
+183,766
1155
$53.7M 0.01%
3,115,865
+261,194
1156
$53.7M 0.01%
1,308,639
+586,071
1157
$53.7M 0.01%
1,263,841
+492,128
1158
$53.6M 0.01%
537,662
-20,542
1159
$53.6M 0.01%
1,774,125
-98,411
1160
$53.5M 0.01%
1,447,626
+552,192
1161
$53.3M 0.01%
747,888
+77,775
1162
$53.3M 0.01%
650,644
+412,439
1163
$53.1M 0.01%
980,591
+435,788
1164
$53M 0.01%
820,062
+62,137
1165
$53M 0.01%
1,162,060
-45,875
1166
$52.9M 0.01%
1,739,438
-1,377,167
1167
$52.9M 0.01%
1,553,379
-116,925
1168
$52.8M 0.01%
299,772
-293,312
1169
$52.7M 0.01%
5,013,942
-969,426
1170
$52.7M 0.01%
2,098,563
-321,721
1171
$52.7M 0.01%
1,356,767
+7,166
1172
$52.6M 0.01%
162,582
+55,295
1173
$52.5M 0.01%
1,475,628
+854,357
1174
$52.5M 0.01%
1,073,047
-84,763
1175
$52.3M 0.01%
449,836
-14,416
45 46
47
48 49