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
5501
$27K ﹤0.01%
2,736
+6
5502
$27K ﹤0.01%
3,622
-252
5503
$27K ﹤0.01%
651
-22
5504
$27K ﹤0.01%
1,266
+1,166
5505
$27K ﹤0.01%
2,691
+2,400
5506
$27K ﹤0.01%
2,971
+1,250
5507
$27K ﹤0.01%
2,074
-93,914
5508
$27K ﹤0.01%
12,179
+4,604
5509
$27K ﹤0.01%
124,957
-75,043
5510
$27K ﹤0.01%
2,710
+1,300
5511
$26K ﹤0.01%
1,089
-3,509
5512
$26K ﹤0.01%
1,046
-3,137
5513
$26K ﹤0.01%
3,628
+3,276
5514
$26K ﹤0.01%
2,163
+1,987
5515
$26K ﹤0.01%
2,500
+1,329
5516
$26K ﹤0.01%
2,677
-96,339
5517
$26K ﹤0.01%
+6,058
5518
$26K ﹤0.01%
+759
5519
$26K ﹤0.01%
579
+281
5520
$26K ﹤0.01%
820
-876
5521
$26K ﹤0.01%
+2,940
5522
$26K ﹤0.01%
585
-658
5523
$26K ﹤0.01%
1,649
+1,240
5524
$26K ﹤0.01%
+719
5525
$26K ﹤0.01%
2,682
-2,369
219 220
221
222 223