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
4201
$138K ﹤0.01%
6,746
-3,928
4202
$138K ﹤0.01%
8,032
+76
4203
$138K ﹤0.01%
17,741
-8,670
4204
$138K ﹤0.01%
9,071
-8,399
4205
$137K ﹤0.01%
30,805
-2,453
4206
$137K ﹤0.01%
5,532
-13,355
4207
$137K ﹤0.01%
27,748
+22,260
4208
$137K ﹤0.01%
13,253
+11,306
4209
$136K ﹤0.01%
3,644
-3,967
4210
$136K ﹤0.01%
8,199
+6,347
4211
$136K ﹤0.01%
1,598
+1,483
4212
$136K ﹤0.01%
4,789
-100
4213
$136K ﹤0.01%
1,771
-1,300
4214
$136K ﹤0.01%
+10,560
4215
$135K ﹤0.01%
36,771
+1,799
4216
$134K ﹤0.01%
7,352
-5,648
4217
$134K ﹤0.01%
3,960
-6
4218
$134K ﹤0.01%
9,433
+4,135
4219
$134K ﹤0.01%
42,931
-35,447
4220
$133K ﹤0.01%
11,263
+4,261
4221
$133K ﹤0.01%
779
-842
4222
$133K ﹤0.01%
13,566
-309
4223
$133K ﹤0.01%
2,139
-105
4224
$132K ﹤0.01%
5,096
-3,292
4225
$132K ﹤0.01%
7,503
-2,672
167 168
169
170 171