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
4276
$123K ﹤0.01%
3,601
-3,316
4277
$123K ﹤0.01%
3,603
-6,217
4278
$123K ﹤0.01%
434
-574
4279
$123K ﹤0.01%
6,582
+5,100
4280
$123K ﹤0.01%
+3,781
4281
$123K ﹤0.01%
1,870
-1,990
4282
$123K ﹤0.01%
12,583
+2,609
4283
$123K ﹤0.01%
12,509
-1,954
4284
$122K ﹤0.01%
1,749
+1,376
4285
$122K ﹤0.01%
5,835
+2,271
4286
$122K ﹤0.01%
2,310
-80,531
4287
$122K ﹤0.01%
5,746
-8,367
4288
$122K ﹤0.01%
42,305
-34,057
4289
$121K ﹤0.01%
2,494
-8,511
4290
$121K ﹤0.01%
5,131
-1,108
4291
$121K ﹤0.01%
5,038
-140,996
4292
$121K ﹤0.01%
8,365
+6,480
4293
$121K ﹤0.01%
23,371
+1,700
4294
$121K ﹤0.01%
12,137
-56,572
4295
$121K ﹤0.01%
6,306
+4,732
4296
$120K ﹤0.01%
3,667
-7,104
4297
$120K ﹤0.01%
112,293
-76,353
4298
$120K ﹤0.01%
3,613
+343
4299
$120K ﹤0.01%
5,175
-6,642
4300
$120K ﹤0.01%
4,972
-838
170 171
172
173 174