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
1251
$46.7M 0.01%
97,918
-7,727
1252
$46.7M 0.01%
1,249,628
+769,589
1253
$46.7M 0.01%
1,174,668
-70,169
1254
$46.7M 0.01%
4,957,731
+2,338,134
1255
$46.6M 0.01%
614,876
+36,447
1256
$46.6M 0.01%
258,856
+22,651
1257
$46.6M 0.01%
585,397
+24,647
1258
$46.4M 0.01%
1,422,611
-513,263
1259
$46.4M 0.01%
220,005
+11,097
1260
$46.3M 0.01%
1,721,960
-1,354,730
1261
$46.3M 0.01%
+1,172,725
1262
$46.1M 0.01%
1,128,711
+819,115
1263
$46M 0.01%
692,667
+112,514
1264
$46M 0.01%
704,009
-11,296
1265
$46M 0.01%
474,567
-373,272
1266
$46M 0.01%
3,374,183
+452,376
1267
$45.9M 0.01%
2,520,980
-1,726,071
1268
$45.9M 0.01%
901,073
+235,581
1269
$45.9M 0.01%
1,965,833
+94,359
1270
$45.7M 0.01%
230,126
+96,651
1271
$45.7M 0.01%
2,374,417
+600,693
1272
$45.7M 0.01%
11,174,369
+7,210,630
1273
$45.7M 0.01%
719,028
+130,578
1274
$45.7M 0.01%
1,217,047
+64,963
1275
$45.5M 0.01%
925,705
+268,111
49 50
51
52 53