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
4301
$120K ﹤0.01%
3,213
-537
4302
$120K ﹤0.01%
+14
4303
$120K ﹤0.01%
7,523
-12,386
4304
$120K ﹤0.01%
2,277
+801
4305
$120K ﹤0.01%
12,230
-3,883
4306
$119K ﹤0.01%
3,593
-2,317
4307
$118K ﹤0.01%
44,602
-862,246
4308
$118K ﹤0.01%
42,073
-31,785
4309
$118K ﹤0.01%
11,607
-6,342
4310
$118K ﹤0.01%
15,928
-9,110
4311
$118K ﹤0.01%
5,405
-13,285
4312
$118K ﹤0.01%
2,382
-451
4313
$118K ﹤0.01%
+1,993
4314
$117K ﹤0.01%
5,006
+443
4315
$117K ﹤0.01%
3,254
-23,072
4316
$116K ﹤0.01%
1,882
-45
4317
$116K ﹤0.01%
7,779
-839
4318
$116K ﹤0.01%
4,263
-6,311
4319
$116K ﹤0.01%
11,747
-100
4320
$116K ﹤0.01%
11,765
-170
4321
$116K ﹤0.01%
3,268
+2,451
4322
$116K ﹤0.01%
2,070
+1,506
4323
$115K ﹤0.01%
5,827
+3,752
4324
$115K ﹤0.01%
2,912
-121
4325
$115K ﹤0.01%
25,665
+1,665
171 172
173
174 175