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
4876
$51K ﹤0.01%
2,336
-81,434
4877
$51K ﹤0.01%
6,034
4878
$51K ﹤0.01%
15,800
4879
$51K ﹤0.01%
5,862
+4,087
4880
$51K ﹤0.01%
1,624
+507
4881
$51K ﹤0.01%
2,370
-8,943
4882
$51K ﹤0.01%
2,403
-33
4883
$51K ﹤0.01%
2,050
+695
4884
$51K ﹤0.01%
+1,169
4885
$51K ﹤0.01%
20,554
-746
4886
$51K ﹤0.01%
5,161
+1,629
4887
$51K ﹤0.01%
1,842
+280
4888
$51K ﹤0.01%
2,041
+831
4889
$50K ﹤0.01%
10,153
-58,974
4890
$50K ﹤0.01%
1,053
-1,207
4891
$50K ﹤0.01%
1,320
+1,082
4892
$50K ﹤0.01%
1,500
-225
4893
$50K ﹤0.01%
3,672
+810
4894
$50K ﹤0.01%
5,326
+5,176
4895
$50K ﹤0.01%
8,150
-453,557
4896
$50K ﹤0.01%
2,014
-248
4897
$50K ﹤0.01%
7,376
+1,478
4898
$50K ﹤0.01%
4,654
-410,172
4899
$50K ﹤0.01%
+5,042
4900
$50K ﹤0.01%
1,721
+1,509
194 195
196
197 198