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
1326
$42M 0.01%
1,040,045
-1,376,500
1327
$41.9M 0.01%
513,118
+102,926
1328
$41.9M 0.01%
366,299
-63,294
1329
$41.8M 0.01%
4,012,941
+1,608,999
1330
$41.8M 0.01%
1,733,218
+99,276
1331
$41.8M 0.01%
1,570,851
-1,023,552
1332
$41.7M 0.01%
493,210
-43,934
1333
$41.6M 0.01%
1,412,075
-4,987
1334
$41.6M 0.01%
2,403,232
-1,916,475
1335
$41.5M 0.01%
1,971,793
-4,781,411
1336
$41.5M 0.01%
756,546
+16,991
1337
$41.5M 0.01%
1,449,221
-449,151
1338
$41.5M 0.01%
391,221
-25,789
1339
$41.5M 0.01%
1,353,459
-69,492
1340
$41.4M 0.01%
496,889
-4,461
1341
$41.4M 0.01%
1,502,647
-4,516
1342
$41.3M 0.01%
676,326
+455,413
1343
$41.2M 0.01%
2,937,939
+17,931
1344
$41.1M 0.01%
1,927,824
-1,471,041
1345
$41.1M 0.01%
452,607
+324,313
1346
$41.1M 0.01%
106,822
+45,603
1347
$41.1M 0.01%
665,277
+37,451
1348
$40.9M 0.01%
430,699
+195,869
1349
$40.9M 0.01%
559,944
+195,283
1350
$40.8M 0.01%
596,205
-119,132
52 53
54
55 56