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
9,743
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
101
$900M 0.16%
24,472,872
-821,737
102
$894M 0.15%
1,134,602
+121,308
103
$883M 0.15%
4,093,561
-623,117
104
$874M 0.15%
2,706,772
+304,523
105
$873M 0.15%
4,766,535
-1,029,171
106
$868M 0.15%
2,614,280
+218,584
107
$858M 0.15%
2,268,675
-292,738
108
$846M 0.15%
556,399
+205,990
109
$840M 0.15%
2,163,518
+129,794
110
$834M 0.14%
19,675,550
+898,736
111
$826M 0.14%
9,053,713
-1,087,418
112
$819M 0.14%
13,650,187
-1,588,151
113
$805M 0.14%
2,919,981
-30,179
114
$799M 0.14%
3,886,640
-807,300
115
$799M 0.14%
7,046,547
+2,855,773
116
$796M 0.14%
2,821,512
+267,873
117
$776M 0.13%
11,511,726
+1,181,945
118
$767M 0.13%
1,752,550
-235,099
119
$766M 0.13%
+15,454,489
120
$764M 0.13%
2,635,906
-207,013
121
$755M 0.13%
130,400
+301
122
$753M 0.13%
8,213,071
+1,454,298
123
$750M 0.13%
2,808,866
-147,531
124
$745M 0.13%
1,608,434
-214,975
125
$744M 0.13%
1,411,153
-204,928
3 4
5
6 7