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
9,743
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
1
$15.7B 2.72%
31,597,858
-1,300,257
2
$15.2B 2.63%
96,193,013
-5,233,049
3
$11.1B 1.92%
54,134,464
-6,594,339
4
$7.87B 1.36%
35,880,479
-1,697,865
5
$7.03B 1.22%
25,517,251
-2,079,126
6
$6.79B 1.18%
9,202,573
-505,737
7
$6.33B 1.1%
10,242,587
-2,522,372
8
$5.92B 1.03%
20,436,627
-1,529,846
9
$4.55B 0.79%
25,816,156
-1,799,952
10
$4.24B 0.73%
11,954,399
+389,781
11
$3.92B 0.68%
115,915,485
-31,355,557
12
$3.87B 0.67%
21,791,946
-2,617,809
13
$3.06B 0.53%
5,540,629
+147,528
14
$3.06B 0.53%
3,919,407
+80,555
15
$2.91B 0.5%
2,938,539
+209,380
16
$2.61B 0.45%
5,365,582
-614,692
17
$2.59B 0.45%
5,916,441
+40,308
18
$2.56B 0.44%
6,018,469
-294,329
19
$2.54B 0.44%
7,982,126
+1,478,430
20
$2.51B 0.43%
18,755,600
+2,567,040
21
$2.43B 0.42%
13,769,824
+343,858
22
$2.34B 0.41%
10,705,824
+18,588
23
$2.29B 0.4%
4,027,962
+27,635
24
$2.22B 0.39%
15,536,860
+1,328,974
25
$2.19B 0.38%
11,804,484
+91,644
1
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