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
726
$34.3M 0.02%
228,847
-217,223
727
$34.2M 0.02%
461,971
-388,050
728
$34.2M 0.02%
2,121,891
-59,424
729
$34.2M 0.02%
913,479
-12,797
730
$34.1M 0.02%
713,075
+49,127
731
$34M 0.02%
960,732
-436,437
732
$34M 0.02%
3,749,070
-354,530
733
$33.9M 0.02%
502,905
-33,413
734
$33.9M 0.02%
684,213
+9,467
735
$33.9M 0.02%
296,149
-56,639
736
$33.9M 0.02%
324,963
-212,272
737
$33.8M 0.02%
2,574,470
+1,128,221
738
$33.8M 0.02%
2,809,714
+700,172
739
$33.6M 0.02%
236,720
-33,629
740
$33.5M 0.02%
487,556
-8,537
741
$33.5M 0.02%
1,258,559
-182,772
742
$33.5M 0.02%
251,774
+28,545
743
$33.4M 0.02%
1,840,328
-77,150
744
$33.4M 0.02%
1,455,585
+21,465
745
$33.3M 0.02%
1,004,174
+624,353
746
$33.3M 0.02%
294,315
-44,812
747
$33.2M 0.02%
729,806
+263,864
748
$33M 0.02%
280,859
-27,784
749
$32.9M 0.02%
428,132
+5,192
750
$32.9M 0.02%
2,376,297
+1,851,053
28 29
30
31 32