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
4401
$105K ﹤0.01%
2,684
-14,416
4402
$105K ﹤0.01%
2,533
+48
4403
$105K ﹤0.01%
1,503
-2,672
4404
$105K ﹤0.01%
15,959
+873
4405
$105K ﹤0.01%
5,172
+411
4406
$105K ﹤0.01%
17,812
-13,619
4407
$105K ﹤0.01%
117
+59
4408
$104K ﹤0.01%
1,984
-159
4409
$104K ﹤0.01%
85,800
+74,455
4410
$104K ﹤0.01%
16,454
+2,610
4411
$104K ﹤0.01%
19,442
+13,222
4412
$104K ﹤0.01%
2,804
+1,463
4413
$104K ﹤0.01%
6,131
+4,056
4414
$104K ﹤0.01%
5,216
-29,572
4415
$104K ﹤0.01%
10,623
4416
$104K ﹤0.01%
10,741
+10,000
4417
$104K ﹤0.01%
3,341
+1,063
4418
$103K ﹤0.01%
6,111
-55,019
4419
$103K ﹤0.01%
17,504
-612
4420
$103K ﹤0.01%
10,325
+10,105
4421
$103K ﹤0.01%
1,854
-2,270
4422
$103K ﹤0.01%
3,592
-18,853
4423
$102K ﹤0.01%
9,000
-542,993
4424
$102K ﹤0.01%
6,264
-700
4425
$102K ﹤0.01%
29,352
+22,462
175 176
177
178 179