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
3826
$234K ﹤0.01%
2,694
+458
3827
$234K ﹤0.01%
3,232
-3,752
3828
$234K ﹤0.01%
23,818
+2,216
3829
$233K ﹤0.01%
23,551
+23,131
3830
$232K ﹤0.01%
15,773
-5,909
3831
$232K ﹤0.01%
10,886
-3,926
3832
$232K ﹤0.01%
6,670
-22,603
3833
$231K ﹤0.01%
16,320
+15,566
3834
$231K ﹤0.01%
4,065
-2,915
3835
$231K ﹤0.01%
23,110
-6,511
3836
$231K ﹤0.01%
11,620
-177,886
3837
$231K ﹤0.01%
1,612
-3,603
3838
$231K ﹤0.01%
23,560
+321
3839
$229K ﹤0.01%
27,125
+6,999
3840
$229K ﹤0.01%
79,555
+2,212
3841
$229K ﹤0.01%
2,131
-5,509
3842
$229K ﹤0.01%
23,157
+848
3843
$228K ﹤0.01%
16,078
+954
3844
$228K ﹤0.01%
2,011
-318
3845
$227K ﹤0.01%
2,823
-11,320
3846
$227K ﹤0.01%
48,384
-786
3847
$227K ﹤0.01%
1,820
+212
3848
$226K ﹤0.01%
6,409
-20,061
3849
$226K ﹤0.01%
5,074
+345
3850
$225K ﹤0.01%
9,058
-28,222
152 153
154
155 156