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
4751
$63K ﹤0.01%
+1,119
4752
$62K ﹤0.01%
3,602
4753
$62K ﹤0.01%
2,188
+1,666
4754
$62K ﹤0.01%
+1,390
4755
$62K ﹤0.01%
1,867
-1,842
4756
$62K ﹤0.01%
4,509
+1,340
4757
$62K ﹤0.01%
2,076
-58
4758
$62K ﹤0.01%
5,852
-24,859
4759
$62K ﹤0.01%
2,483
+1,171
4760
$61K ﹤0.01%
5,128
-440
4761
$61K ﹤0.01%
2,005
-4,966
4762
$61K ﹤0.01%
3,944
-2,644
4763
$61K ﹤0.01%
2,134
-1,293
4764
$61K ﹤0.01%
4,783
-495
4765
$61K ﹤0.01%
+2,082
4766
$61K ﹤0.01%
2,252
-2,968
4767
$61K ﹤0.01%
6,189
+3,801
4768
$61K ﹤0.01%
3,702
-6,109
4769
$61K ﹤0.01%
+6,560
4770
$61K ﹤0.01%
6,158
-798
4771
$60K ﹤0.01%
3,840
-3,402
4772
$60K ﹤0.01%
7,514
+4,085
4773
$60K ﹤0.01%
5,387
+2,829
4774
$60K ﹤0.01%
1,074
-49,074
4775
$60K ﹤0.01%
1
189 190
191
192 193