UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
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
6901
$10K ﹤0.01%
981
-30
6902
$10K ﹤0.01%
1,029
+500
6903
$10K ﹤0.01%
991
6904
$10K ﹤0.01%
986
-750
6905
$10K ﹤0.01%
1,038
-220
6906
$10K ﹤0.01%
1,033
-17,463
6907
$10K ﹤0.01%
1,175
-300
6908
$10K ﹤0.01%
1,059
-683
6909
$10K ﹤0.01%
+963
6910
$10K ﹤0.01%
1,010
-100
6911
$10K ﹤0.01%
1,097
6912
$10K ﹤0.01%
356
-118,339
6913
$10K ﹤0.01%
958
6914
$10K ﹤0.01%
1,000
6915
$10K ﹤0.01%
3,339
+1,504
6916
$10K ﹤0.01%
50,496
-684
6917
$10K ﹤0.01%
968
-300
6918
$10K ﹤0.01%
1,045
+40
6919
$10K ﹤0.01%
959
+936
6920
$10K ﹤0.01%
119
6921
$10K ﹤0.01%
+960
6922
$10K ﹤0.01%
1,200
-1,169
6923
$10K ﹤0.01%
1,031
+80
6924
$10K ﹤0.01%
12,785
+6,778
6925
$10K ﹤0.01%
2,647
-1,277
275 276
277
278 279