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
1351
$40.8M 0.01%
80,116
+7,488
1352
$40.8M 0.01%
2,079,399
+32,839
1353
$40.7M 0.01%
1,434,123
-804,103
1354
$40.6M 0.01%
3,917,530
-1,067,823
1355
$40.6M 0.01%
1,046,911
-893,798
1356
$40.5M 0.01%
174,348
-36,688
1357
$40.5M 0.01%
873,142
+96,298
1358
$40.4M 0.01%
657,718
-43,324
1359
$40.3M 0.01%
760,298
+256,301
1360
$40.1M 0.01%
403,026
+31,166
1361
$40M 0.01%
736,376
-766,553
1362
$40M 0.01%
1,589,448
+815,737
1363
$39.9M 0.01%
1,225,630
+143,967
1364
$39.8M 0.01%
321,889
-80,749
1365
$39.7M 0.01%
279,399
-20,569
1366
$39.6M 0.01%
632,477
-15,093
1367
$39.6M 0.01%
290,342
-152,723
1368
$39.6M 0.01%
89,562
-48,857
1369
$39.5M 0.01%
972,270
+71,042
1370
$39.5M 0.01%
1,391,102
+191,927
1371
$39.4M 0.01%
994,314
+6,775
1372
$39.4M 0.01%
1,037,714
-4,561
1373
$39.3M 0.01%
3,374,101
-104,338
1374
$39.3M 0.01%
310,730
-33,053
1375
$39.3M 0.01%
364,458
-433
53 54
55
56 57