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
1801
$21.3M ﹤0.01%
2,103,532
-3,729,350
1802
$21.3M ﹤0.01%
616,548
-217,759
1803
$21.1M ﹤0.01%
1,701,133
-85,358
1804
$21.1M ﹤0.01%
985,634
-80,015
1805
$21.1M ﹤0.01%
2,332,728
+475,659
1806
$21.1M ﹤0.01%
1,153,006
+341,951
1807
$21M ﹤0.01%
1,667,288
+405,985
1808
$21M ﹤0.01%
729,421
-15,452
1809
$21M ﹤0.01%
1,870,522
+1,738,749
1810
$21M ﹤0.01%
715,867
-1,032,947
1811
$20.9M ﹤0.01%
321,319
-21,511
1812
$20.9M ﹤0.01%
257,040
+39,153
1813
$20.9M ﹤0.01%
214,556
+11,606
1814
$20.8M ﹤0.01%
2,541,837
-3,681,419
1815
$20.7M ﹤0.01%
211,035
+2,271
1816
$20.7M ﹤0.01%
687,642
+6,925
1817
$20.7M ﹤0.01%
283,236
+48,445
1818
$20.7M ﹤0.01%
473,969
+65,885
1819
$20.7M ﹤0.01%
245,215
+34,850
1820
$20.7M ﹤0.01%
258,056
+8,991
1821
$20.7M ﹤0.01%
1,488,300
-62,599
1822
$20.6M ﹤0.01%
505,997
-169,766
1823
$20.5M ﹤0.01%
774,495
+14,743
1824
$20.5M ﹤0.01%
134,840
+14,696
1825
$20.5M ﹤0.01%
188,948
-62,248
71 72
73
74 75