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
9,743
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
126
$739M 0.13%
7,220,026
-285,391
127
$737M 0.13%
25,466,613
-2,020,627
128
$732M 0.13%
4,002,949
-329,597
129
$731M 0.13%
11,427,216
-5,662,033
130
$730M 0.13%
814,599
+85,266
131
$719M 0.12%
2,330,355
-226,217
132
$711M 0.12%
11,320,489
-2,702,621
133
$700M 0.12%
13,366,264
-2,323,114
134
$697M 0.12%
3,567,406
+8,662
135
$696M 0.12%
3,150,463
-571,161
136
$694M 0.12%
1,414,722
+250,184
137
$690M 0.12%
988,566
-699,517
138
$689M 0.12%
5,168,889
-1,265,975
139
$682M 0.12%
1,278,522
-86,423
140
$680M 0.12%
3,067,047
+144,297
141
$678M 0.12%
20,068,953
+2,342,788
142
$677M 0.12%
8,742,268
+2,096,145
143
$653M 0.11%
1,234,395
-213,390
144
$649M 0.11%
7,197,709
+272,404
145
$644M 0.11%
2,257,123
+32,332
146
$642M 0.11%
2,696,351
-546,993
147
$642M 0.11%
6,361,749
-498,034
148
$637M 0.11%
3,499,169
-566,424
149
$626M 0.11%
4,246,295
-1,130,996
150
$624M 0.11%
16,670,606
+12,465,500
4 5
6
7 8