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
4626
$75K ﹤0.01%
11,536
-11,776
4627
$75K ﹤0.01%
35,173
+22,914
4628
$75K ﹤0.01%
13,847
-1,794
4629
$75K ﹤0.01%
16,546
-37,579
4630
$75K ﹤0.01%
556
-116
4631
$75K ﹤0.01%
2,561
-51,894
4632
$75K ﹤0.01%
976
-391
4633
$75K ﹤0.01%
7,786
+6,510
4634
$74K ﹤0.01%
1,825
-2,500
4635
$74K ﹤0.01%
4,133
+4,061
4636
$74K ﹤0.01%
69,346
+49,962
4637
$74K ﹤0.01%
2,025
-14,954
4638
$74K ﹤0.01%
2,584
-695
4639
$74K ﹤0.01%
2,225
-265
4640
$74K ﹤0.01%
1,871
-2,000
4641
$74K ﹤0.01%
1,635
-62
4642
$74K ﹤0.01%
3,039
-390
4643
$74K ﹤0.01%
4,800
+2,000
4644
$74K ﹤0.01%
564
+314
4645
$74K ﹤0.01%
3,545
-671
4646
$74K ﹤0.01%
4,000
4647
$73K ﹤0.01%
10,000
-1,058
4648
$73K ﹤0.01%
23,853
+5,978
4649
$73K ﹤0.01%
1,762
-608
4650
$73K ﹤0.01%
2,962
+2,762
184 185
186
187 188