UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195B
AUM Growth
-$38.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,574
New
Increased
Reduced
Closed

Top Buys

1
+$453M
2
+$287M
3
+$284M
4
PPL icon
PPL Corp
PPL
+$262M
5
WDC icon
Western Digital
WDC
+$231M

Top Sells

1
+$641M
2
+$477M
3
+$354M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$332M
5
CVX icon
Chevron
CVX
+$304M

Sector Composition

1 Technology 14.59%
2 Healthcare 8.77%
3 Financials 8.68%
4 Consumer Discretionary 6.48%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$1.12M ﹤0.01%
61,248
-127,571
2802
$1.12M ﹤0.01%
26,918
-8,507
2803
$1.12M ﹤0.01%
16,900
-6,294
2804
$1.12M ﹤0.01%
76,886
-25,261
2805
$1.12M ﹤0.01%
32,291
+13,173
2806
$1.11M ﹤0.01%
+82,305
2807
$1.11M ﹤0.01%
83,328
+77,185
2808
$1.11M ﹤0.01%
90,111
-15,908
2809
$1.11M ﹤0.01%
25,389
+12,056
2810
$1.11M ﹤0.01%
14,872
+2,441
2811
$1.11M ﹤0.01%
9,834
+214
2812
$1.1M ﹤0.01%
86,201
-61,086
2813
$1.1M ﹤0.01%
87,829
-2,427
2814
$1.1M ﹤0.01%
68,075
+2,669
2815
$1.1M ﹤0.01%
40,010
+23,801
2816
$1.1M ﹤0.01%
125,386
-59,451
2817
$1.1M ﹤0.01%
4,325
-81
2818
$1.1M ﹤0.01%
61,653
+2,410
2819
$1.1M ﹤0.01%
22,877
-4,029
2820
$1.09M ﹤0.01%
18,047
-5,998
2821
$1.09M ﹤0.01%
36,783
+4,926
2822
$1.09M ﹤0.01%
37,188
-47,713
2823
$1.09M ﹤0.01%
22,438
-272
2824
$1.09M ﹤0.01%
+190,488
2825
$1.09M ﹤0.01%
7,079
+3,802
111 112
113
114 115