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
4451
$98K ﹤0.01%
15,557
-186,223
4452
$98K ﹤0.01%
1,341
-1,786
4453
$98K ﹤0.01%
11,855
+714
4454
$98K ﹤0.01%
9,859
+5,818
4455
$98K ﹤0.01%
10,061
+199
4456
$98K ﹤0.01%
10,000
4457
$98K ﹤0.01%
66,512
+65,012
4458
$98K ﹤0.01%
10,000
-1,210
4459
$97K ﹤0.01%
7,541
-5,587
4460
$97K ﹤0.01%
4,814
4461
$97K ﹤0.01%
+1,852
4462
$97K ﹤0.01%
60,103
-69,791
4463
$97K ﹤0.01%
1,144
-3,301
4464
$97K ﹤0.01%
6,374
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4465
$97K ﹤0.01%
8,208
-4,138
4466
$97K ﹤0.01%
4,720
-4,708
4467
$97K ﹤0.01%
7,004
-1,289
4468
$97K ﹤0.01%
2,102
-270
4469
$97K ﹤0.01%
10,000
4470
$97K ﹤0.01%
9,744
+6,542
4471
$96K ﹤0.01%
1,995
-2,410
4472
$96K ﹤0.01%
3,458
+966
4473
$96K ﹤0.01%
1,001
-420
4474
$96K ﹤0.01%
1,004
-32
4475
$95K ﹤0.01%
+2,182
177 178
179
180 181