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
1601
$28.2M ﹤0.01%
1,186,011
+310,286
1602
$28.1M ﹤0.01%
316,846
+18,604
1603
$28.1M ﹤0.01%
1,057,373
+316,043
1604
$28.1M ﹤0.01%
157,797
-281,259
1605
$28M ﹤0.01%
816,313
+335,573
1606
$28M ﹤0.01%
3,678,878
-1,101,122
1607
$27.9M ﹤0.01%
11,586,720
-2,862,575
1608
$27.8M ﹤0.01%
868,834
+278,801
1609
$27.7M ﹤0.01%
263,943
-88,770
1610
$27.7M ﹤0.01%
1,550,718
+377,870
1611
$27.6M ﹤0.01%
1,884,276
-4,007,824
1612
$27.5M ﹤0.01%
258,288
-235,643
1613
$27.5M ﹤0.01%
647,675
+23,267
1614
$27.4M ﹤0.01%
480,760
-188,109
1615
$27.4M ﹤0.01%
570,505
-278,140
1616
$27.3M ﹤0.01%
66,426
+37,724
1617
$27.3M ﹤0.01%
674,884
+156,840
1618
$27.3M ﹤0.01%
608,116
+130,395
1619
$27.2M ﹤0.01%
492,431
-80,758
1620
$27.2M ﹤0.01%
917,143
-812,736
1621
$27.2M ﹤0.01%
527,677
-369,830
1622
$27.2M ﹤0.01%
601,654
-199,450
1623
$27.1M ﹤0.01%
357,332
-158,445
1624
$27.1M ﹤0.01%
277,068
+249,294
1625
$27.1M ﹤0.01%
1,463,627
+1,059,820
63 64
65
66 67