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
1226
$48.7M 0.01%
269,069
-136,588
1227
$48.7M 0.01%
266,003
+27,341
1228
$48.5M 0.01%
139,900
+23,176
1229
$48.5M 0.01%
4,516,176
-2,310,387
1230
$48.4M 0.01%
200,764
-16,872
1231
$48.4M 0.01%
1,706,530
+607,271
1232
$48.3M 0.01%
356,077
+152,197
1233
$48.3M 0.01%
388,510
+213,249
1234
$48.2M 0.01%
798,852
-98,750
1235
$48.2M 0.01%
575,475
-355,477
1236
$48.2M 0.01%
1,468,746
+939,872
1237
$48M 0.01%
1,233,590
+102,697
1238
$48M 0.01%
2,290,367
+151
1239
$47.7M 0.01%
451,988
+104,150
1240
$47.6M 0.01%
1,375,660
-346,406
1241
$47.3M 0.01%
9,126,926
-7,607,688
1242
$47.3M 0.01%
3,506,474
+111,882
1243
$47.3M 0.01%
1,242,154
+291,229
1244
$47.3M 0.01%
192,942
+37,522
1245
$47.2M 0.01%
510,301
-277,706
1246
$47.1M 0.01%
389,548
-20,400
1247
$47.1M 0.01%
2,277,429
-307,208
1248
$46.9M 0.01%
1,149,820
-810,263
1249
$46.9M 0.01%
395,788
-5,532
1250
$46.8M 0.01%
688,362
+75,073
48 49
50
51 52