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
1826
$20.5M ﹤0.01%
521,687
+63,714
1827
$20.5M ﹤0.01%
1,111,261
-42,295
1828
$20.5M ﹤0.01%
427,236
+205,271
1829
$20.4M ﹤0.01%
257,511
+126,767
1830
$20.4M ﹤0.01%
215,039
-120,810
1831
$20.4M ﹤0.01%
315,169
+107,147
1832
$20.4M ﹤0.01%
405,336
-70,649
1833
$20.3M ﹤0.01%
796,596
+298,230
1834
$20.3M ﹤0.01%
339,898
-702,567
1835
$20.2M ﹤0.01%
1,337,468
-45,690
1836
$20.2M ﹤0.01%
392,286
+195,789
1837
$20.2M ﹤0.01%
632,004
+209,277
1838
$20.2M ﹤0.01%
922,187
+136,270
1839
$20.2M ﹤0.01%
219,451
-231,796
1840
$20.2M ﹤0.01%
185,767
+51,183
1841
$20.2M ﹤0.01%
1,071,466
+152,864
1842
$20.2M ﹤0.01%
667,976
-856,192
1843
$20.1M ﹤0.01%
7,776,981
+2,829,138
1844
$20.1M ﹤0.01%
1,912,227
+90,099
1845
$20M ﹤0.01%
119,568
+10,599
1846
$20M ﹤0.01%
+438,093
1847
$20M ﹤0.01%
2,208,770
+358,217
1848
$20M ﹤0.01%
241,625
+5,684
1849
$19.9M ﹤0.01%
595,657
-1,249,222
1850
$19.9M ﹤0.01%
4,546,596
-5,862,161
72 73
74
75 76