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
1401
$38M 0.01%
725,057
+288,592
1402
$38M 0.01%
1,927,429
-271,393
1403
$38M 0.01%
1,242,326
+692,468
1404
$38M 0.01%
511,467
+157,172
1405
$38M 0.01%
995,149
+7,459
1406
$37.9M 0.01%
258,106
+7,937
1407
$37.9M 0.01%
343,848
+219,879
1408
$37.8M 0.01%
552,669
+101,174
1409
$37.8M 0.01%
78,076
+5,148
1410
$37.8M 0.01%
403,814
+218,340
1411
$37.8M 0.01%
307,020
+188,931
1412
$37.7M 0.01%
1,045,373
-150,374
1413
$37.6M 0.01%
68,276
-33,863
1414
$37.6M 0.01%
612,919
+283,682
1415
$37.6M 0.01%
327,831
+26,904
1416
$37.5M 0.01%
419,525
-251,281
1417
$37.3M 0.01%
3,377,745
+499,974
1418
$37.2M 0.01%
368,895
-50,376
1419
$37.2M 0.01%
846,764
-2,550,659
1420
$37.1M 0.01%
234,126
+18,763
1421
$37.1M 0.01%
776,612
+312,837
1422
$36.9M 0.01%
1,025,357
-53,151
1423
$36.7M 0.01%
295,198
+54,124
1424
$36.7M 0.01%
1,704,697
+207,491
1425
$36.7M 0.01%
720,106
-13,779
55 56
57
58 59