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
3176
$639K ﹤0.01%
59,103
-3,792
3177
$638K ﹤0.01%
+27,865
3178
$637K ﹤0.01%
5,801
+161
3179
$637K ﹤0.01%
83,895
-31,669
3180
$635K ﹤0.01%
49,836
-7,334
3181
$634K ﹤0.01%
28,002
+25,125
3182
$632K ﹤0.01%
6,910
-1,829
3183
$632K ﹤0.01%
34,986
-56,312
3184
$631K ﹤0.01%
102,115
-2,147
3185
$630K ﹤0.01%
51,459
+1,162
3186
$630K ﹤0.01%
57,743
-74,743
3187
$629K ﹤0.01%
102,654
+7,472
3188
$628K ﹤0.01%
24,166
-3,588
3189
$628K ﹤0.01%
59,824
-113,082
3190
$627K ﹤0.01%
37,956
-7,466
3191
$627K ﹤0.01%
104,507
-27,773
3192
$627K ﹤0.01%
27,574
-204,849
3193
$627K ﹤0.01%
3,333
-1,691
3194
$627K ﹤0.01%
63,208
+63,093
3195
$626K ﹤0.01%
33,994
-5,459
3196
$626K ﹤0.01%
63,779
-2,091
3197
$625K ﹤0.01%
19,015
-14,791
3198
$624K ﹤0.01%
21,181
+12,630
3199
$620K ﹤0.01%
126,272
-15,385
3200
$618K ﹤0.01%
54,505
-9,090
126 127
128
129 130