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
4426
$102K ﹤0.01%
9,349
-1,261
4427
$102K ﹤0.01%
4,631
-757
4428
$102K ﹤0.01%
3,624
-861
4429
$102K ﹤0.01%
9,493
+919
4430
$102K ﹤0.01%
2,138
-117
4431
$102K ﹤0.01%
3,277
+1,477
4432
$102K ﹤0.01%
9,766
-816
4433
$101K ﹤0.01%
2,349
+1,283
4434
$101K ﹤0.01%
4,905
+1,914
4435
$101K ﹤0.01%
22,384
-85,190
4436
$101K ﹤0.01%
10,000
-9,476
4437
$100K ﹤0.01%
2,455
-5,037
4438
$100K ﹤0.01%
8,827
-1,641
4439
$100K ﹤0.01%
1,063
-88
4440
$100K ﹤0.01%
10,184
-2,000
4441
$100K ﹤0.01%
10,252
-764
4442
$99K ﹤0.01%
2,867
-14,661
4443
$99K ﹤0.01%
5,777
+500
4444
$99K ﹤0.01%
6,990
-414
4445
$99K ﹤0.01%
86,319
-2,643
4446
$99K ﹤0.01%
3,003
-879
4447
$99K ﹤0.01%
10,068
+9,400
4448
$98K ﹤0.01%
7,814
-337
4449
$98K ﹤0.01%
2,674
-5,616
4450
$98K ﹤0.01%
2,893
+727
176 177
178
179 180