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
1476
$34.2M 0.01%
635,054
+188,025
1477
$34.2M 0.01%
996,787
-903,501
1478
$33.9M 0.01%
1,067,857
+501,872
1479
$33.8M 0.01%
257,714
-53,616
1480
$33.7M 0.01%
1,501,309
+83,453
1481
$33.7M 0.01%
443,467
-165,611
1482
$33.7M 0.01%
4,198,535
-221,942
1483
$33.6M 0.01%
115,619
-19,378
1484
$33.6M 0.01%
3,186,259
-172,032
1485
$33.5M 0.01%
1,405,478
-185,382
1486
$33.4M 0.01%
490,371
+78,686
1487
$33.4M 0.01%
136,736
+1,374
1488
$33.3M 0.01%
605,955
-12,012
1489
$33.3M 0.01%
490,174
-220,004
1490
$33M 0.01%
467,813
+13,530
1491
$32.9M 0.01%
1,351,316
+394,406
1492
$32.8M 0.01%
603,488
+37,598
1493
$32.8M 0.01%
512,134
-127,147
1494
$32.7M 0.01%
1,625,892
+1,256,621
1495
$32.6M 0.01%
371,221
-534,541
1496
$32.6M 0.01%
283,992
+131,267
1497
$32.6M 0.01%
1,719,220
+283,257
1498
$32.6M 0.01%
293,564
+191,625
1499
$32.6M 0.01%
946,470
+297,713
1500
$32.6M 0.01%
790,263
+285,452
58 59
60
61 62