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
1176
$52.2M 0.01%
825,838
-21,393
1177
$52.2M 0.01%
429,767
+146,498
1178
$52.1M 0.01%
817,789
+95,128
1179
$52M 0.01%
395,044
-251,006
1180
$52M 0.01%
2,045,079
-84,512
1181
$52M 0.01%
847,487
-239,940
1182
$51.9M 0.01%
1,383,881
-65,794
1183
$51.6M 0.01%
1,661,631
+430,687
1184
$51.5M 0.01%
472,705
-731,706
1185
$51.4M 0.01%
5,759,399
+624,890
1186
$51.4M 0.01%
861,433
+252,536
1187
$51.2M 0.01%
168,462
-184,355
1188
$51.2M 0.01%
925,475
-9,498
1189
$51.1M 0.01%
925,766
+291,167
1190
$51.1M 0.01%
992,386
-881,884
1191
$50.7M 0.01%
4,960,135
+571,597
1192
$50.7M 0.01%
1,911,565
+575,071
1193
$50.7M 0.01%
450,057
-231,234
1194
$50.6M 0.01%
2,235,131
+1,928,305
1195
$50.5M 0.01%
1,208,382
+63,687
1196
$50.5M 0.01%
1,234,947
-131,773
1197
$50.4M 0.01%
552,231
-32,937
1198
$50.3M 0.01%
2,152,143
+1,361,702
1199
$50.3M 0.01%
5,614,651
+3,211,465
1200
$50.2M 0.01%
149,058
-16,181
46 47
48
49 50