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
1301
$43.9M 0.01%
432,586
+86,867
1302
$43.6M 0.01%
1,516,920
-2,498,642
1303
$43.6M 0.01%
1,908,445
+935,958
1304
$43.5M 0.01%
727,984
-108,348
1305
$43.5M 0.01%
1,077,463
+470,263
1306
$43.4M 0.01%
193,122
-54,624
1307
$43.4M 0.01%
556,785
-33,760
1308
$43.3M 0.01%
3,834,897
+220,941
1309
$43.3M 0.01%
427,033
+31,476
1310
$43.1M 0.01%
485,692
+153,770
1311
$43M 0.01%
969,883
+204,154
1312
$43M 0.01%
1,790,229
-526,146
1313
$42.9M 0.01%
2,202,221
-3,923
1314
$42.8M 0.01%
143,562
-12,998
1315
$42.5M 0.01%
1,093,628
-18,964
1316
$42.5M 0.01%
1,264,856
+109,978
1317
$42.4M 0.01%
1,564,725
-1,098,110
1318
$42.4M 0.01%
2,536,174
+436,651
1319
$42.3M 0.01%
638,978
-17,751
1320
$42.3M 0.01%
1,284,223
+743,478
1321
$42.3M 0.01%
868,838
-24,754
1322
$42.2M 0.01%
895,233
-233,051
1323
$42.2M 0.01%
874,474
-58,532
1324
$42.2M 0.01%
372,549
-177,206
1325
$42M 0.01%
838,226
+152,890
51 52
53
54 55