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
3851
$225K ﹤0.01%
23,232
-26,648
3852
$225K ﹤0.01%
3,316
-4,645
3853
$224K ﹤0.01%
33,291
-287,306
3854
$224K ﹤0.01%
10,610
+1,000
3855
$224K ﹤0.01%
27,383
-208
3856
$224K ﹤0.01%
22,748
+223
3857
$223K ﹤0.01%
7,145
-22,199
3858
$223K ﹤0.01%
2,772
-14,901
3859
$222K ﹤0.01%
90,821
-175,438
3860
$222K ﹤0.01%
22,518
-697
3861
$221K ﹤0.01%
2,293
+472
3862
$221K ﹤0.01%
9,678
-1,288
3863
$221K ﹤0.01%
89,508
-14,688
3864
$220K ﹤0.01%
18,818
-1,845
3865
$220K ﹤0.01%
1,047
+979
3866
$220K ﹤0.01%
16,872
-4,230
3867
$220K ﹤0.01%
+11,875
3868
$219K ﹤0.01%
11,247
-18,831
3869
$219K ﹤0.01%
5,006
+4,839
3870
$218K ﹤0.01%
12,966
+4,082
3871
$218K ﹤0.01%
5,277
-12,398
3872
$218K ﹤0.01%
9,020
+4,846
3873
$217K ﹤0.01%
7,537
-27,325
3874
$217K ﹤0.01%
+8,856
3875
$217K ﹤0.01%
23,042
-171,742
153 154
155
156 157