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
1926
$18.3M ﹤0.01%
4,296,768
+3,052,557
1927
$18.2M ﹤0.01%
1,965,151
+630,212
1928
$18.2M ﹤0.01%
187,316
-20,671
1929
$18.1M ﹤0.01%
416,563
+1,238
1930
$18.1M ﹤0.01%
1,206,843
+307,034
1931
$18.1M ﹤0.01%
57,707
-47,543
1932
$18.1M ﹤0.01%
1,589,040
+915,893
1933
$18.1M ﹤0.01%
766,304
-763,830
1934
$18.1M ﹤0.01%
537,018
-515,572
1935
$18.1M ﹤0.01%
2,145,715
-373,525
1936
$18M ﹤0.01%
1,211,382
+529,704
1937
$18M ﹤0.01%
1,138,673
+786,526
1938
$18M ﹤0.01%
1,088,844
+62,348
1939
$18M ﹤0.01%
1,654,353
+191,715
1940
$18M ﹤0.01%
388,751
-84,057
1941
$18M ﹤0.01%
312,394
+5,055
1942
$17.9M ﹤0.01%
802,629
+18,100
1943
$17.9M ﹤0.01%
1,154,637
+516,872
1944
$17.9M ﹤0.01%
522,407
-1,236,483
1945
$17.9M ﹤0.01%
4,236,199
+2,424,688
1946
$17.9M ﹤0.01%
2,295,889
+1,210,340
1947
$17.9M ﹤0.01%
159,566
-20,045
1948
$17.9M ﹤0.01%
3,010,926
+1,322,704
1949
$17.8M ﹤0.01%
666,986
+162,421
1950
$17.8M ﹤0.01%
838,852
+189,361
76 77
78
79 80