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
1376
$39.3M 0.01%
420,247
-332,413
1377
$39.2M 0.01%
1,137,325
-310,690
1378
$39.1M 0.01%
718,543
-829,253
1379
$38.9M 0.01%
399,766
-18,770
1380
$38.9M 0.01%
1,290,013
+501,306
1381
$38.7M 0.01%
393,183
-51,914
1382
$38.7M 0.01%
800,980
+23,644
1383
$38.6M 0.01%
271,226
-3,205
1384
$38.6M 0.01%
301,287
-66,854
1385
$38.6M 0.01%
529,216
+230,650
1386
$38.5M 0.01%
1,387,471
+230,650
1387
$38.5M 0.01%
223,429
+72,261
1388
$38.5M 0.01%
401,063
+141,738
1389
$38.5M 0.01%
736,821
+9,380
1390
$38.5M 0.01%
2,696,542
+2,170,445
1391
$38.4M 0.01%
1,276,298
+529,521
1392
$38.4M 0.01%
1,342,402
-1,700,807
1393
$38.4M 0.01%
472,023
-547,925
1394
$38.3M 0.01%
259,904
-88,733
1395
$38.2M 0.01%
4,506,215
-5,671,494
1396
$38.1M 0.01%
661,365
+339,109
1397
$38.1M 0.01%
461,193
-21,707
1398
$38.1M 0.01%
1,003,175
-196,261
1399
$38.1M 0.01%
1,337,262
+133,388
1400
$38M 0.01%
868,372
+746,636
54 55
56
57 58