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
5451
$28K ﹤0.01%
1,052
+135
5452
$28K ﹤0.01%
136
+4
5453
$28K ﹤0.01%
+700
5454
$28K ﹤0.01%
242
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5455
$28K ﹤0.01%
2,883
-52
5456
$28K ﹤0.01%
24,902
-2,719
5457
$28K ﹤0.01%
2,846
+2,349
5458
$28K ﹤0.01%
+430
5459
$28K ﹤0.01%
2,808
+632
5460
$28K ﹤0.01%
2,868
+367
5461
$28K ﹤0.01%
1,966
+1,449
5462
$28K ﹤0.01%
3,678
-8,978
5463
$28K ﹤0.01%
764
+159
5464
$27K ﹤0.01%
2,742
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5465
$27K ﹤0.01%
+1,012
5466
$27K ﹤0.01%
1,642
-1,168
5467
$27K ﹤0.01%
+875
5468
$27K ﹤0.01%
557
-11
5469
$27K ﹤0.01%
12,233
+12,178
5470
$27K ﹤0.01%
3,910
-1,198
5471
$27K ﹤0.01%
2,106
-3,446
5472
$27K ﹤0.01%
795
-648
5473
$27K ﹤0.01%
1,175
+1,112
5474
$27K ﹤0.01%
821
-7,449
5475
$27K ﹤0.01%
964
-175
217 218
219
220 221