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
2826
$1.09M ﹤0.01%
300
+192
2827
$1.08M ﹤0.01%
+61,477
2828
$1.08M ﹤0.01%
10,767
-1,895
2829
$1.08M ﹤0.01%
118,848
+96,342
2830
$1.08M ﹤0.01%
64,633
-51,888
2831
$1.08M ﹤0.01%
54,001
-90,678
2832
$1.08M ﹤0.01%
7,945
-4,385
2833
$1.08M ﹤0.01%
429,184
-10,231
2834
$1.08M ﹤0.01%
43,349
-13,738
2835
$1.08M ﹤0.01%
256,902
+46,153
2836
$1.08M ﹤0.01%
74,045
+57,545
2837
$1.08M ﹤0.01%
84,603
+2,442
2838
$1.07M ﹤0.01%
31,737
-5,136
2839
$1.07M ﹤0.01%
108,627
-5,520
2840
$1.07M ﹤0.01%
38,399
+36,624
2841
$1.07M ﹤0.01%
49,058
-13,301
2842
$1.07M ﹤0.01%
111,003
2843
$1.07M ﹤0.01%
30,310
-10,620
2844
$1.07M ﹤0.01%
22,809
-3,176
2845
$1.06M ﹤0.01%
23,127
+5,009
2846
$1.06M ﹤0.01%
192,362
-19,037
2847
$1.06M ﹤0.01%
25,462
-6,892
2848
$1.06M ﹤0.01%
90,087
-11,074
2849
$1.06M ﹤0.01%
11,784
+3,095
2850
$1.06M ﹤0.01%
54,271
+13,348
112 113
114
115 116