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
5801
$21K ﹤0.01%
2,113
-871
5802
$21K ﹤0.01%
928
-571
5803
$21K ﹤0.01%
1,023
+974
5804
$21K ﹤0.01%
+1,640
5805
$21K ﹤0.01%
2,185
+1,000
5806
$21K ﹤0.01%
1,265
-1,872
5807
$21K ﹤0.01%
2,166
+1,600
5808
$21K ﹤0.01%
2,116
+1,549
5809
$21K ﹤0.01%
2,133
-100
5810
$21K ﹤0.01%
2,087
+1,192
5811
$21K ﹤0.01%
3,294
-4,899
5812
$21K ﹤0.01%
2,148
+1,000
5813
$21K ﹤0.01%
2,097
+1,887
5814
$20K ﹤0.01%
481
+5
5815
$20K ﹤0.01%
+2,033
5816
$20K ﹤0.01%
+2,232
5817
$20K ﹤0.01%
437
-1,221
5818
$20K ﹤0.01%
272
-39
5819
$20K ﹤0.01%
925
+654
5820
$20K ﹤0.01%
+2,145
5821
$20K ﹤0.01%
893
-838
5822
$20K ﹤0.01%
1,300
-1,115
5823
$20K ﹤0.01%
+83
5824
$20K ﹤0.01%
637
+471
5825
$20K ﹤0.01%
1,096
-904
231 232
233
234 235