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
1501
$32.5M 0.01%
752,390
-26,143
1502
$32.5M 0.01%
1,274,678
+110,422
1503
$32.4M 0.01%
2,032,352
-1,364,501
1504
$32.3M 0.01%
640,518
+481,313
1505
$32.3M 0.01%
307,804
-105,596
1506
$32.3M 0.01%
516,104
+6,842
1507
$32.2M 0.01%
3,343,725
+305,930
1508
$32.2M 0.01%
577,630
-143,789
1509
$32.2M 0.01%
2,085,678
+1,983,560
1510
$32.2M 0.01%
2,697,412
-53,928
1511
$32.1M 0.01%
744,118
-43,405
1512
$32.1M 0.01%
125,381
-39,664
1513
$31.9M 0.01%
2,782,701
+660,189
1514
$31.9M 0.01%
897,376
-538,639
1515
$31.8M 0.01%
1,800,366
+243,784
1516
$31.7M 0.01%
2,811,749
+269,535
1517
$31.5M 0.01%
1,322,811
+82,794
1518
$31.5M 0.01%
562,313
+49,705
1519
$31.5M 0.01%
244,617
-3,699
1520
$31.5M 0.01%
612,396
-33,052
1521
$31.4M 0.01%
1,368,580
+69,332
1522
$31.4M 0.01%
1,351,854
+130,262
1523
$31.4M 0.01%
311,021
+71,021
1524
$31.3M 0.01%
1,446,458
+663,250
1525
$31.3M 0.01%
148,873
-19,329
59 60
61
62 63