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
751
$32.9M 0.02%
441,813
-71,075
752
$32.9M 0.02%
339,713
+305,778
753
$32.9M 0.02%
230,047
-67,532
754
$32.8M 0.02%
715,824
-472,425
755
$32.8M 0.02%
681,273
-44,228
756
$32.8M 0.02%
1,032,637
+378,365
757
$32.7M 0.02%
190,232
-49,965
758
$32.7M 0.02%
899,789
+849,877
759
$32.6M 0.02%
743,507
+44,570
760
$32.6M 0.02%
626,845
+12,343
761
$32.5M 0.02%
6,292,928
-422,889
762
$32.4M 0.02%
602,503
-87,636
763
$32.4M 0.02%
3,743,478
+2,577,501
764
$32.4M 0.02%
71,222
+6,934
765
$32.1M 0.02%
371,573
+204,721
766
$32M 0.02%
1,672,086
+277,887
767
$32M 0.02%
1,354,490
-314,260
768
$31.7M 0.02%
2,392,606
+902,282
769
$31.7M 0.02%
2,572,950
+304,792
770
$31.7M 0.02%
625,838
+141,258
771
$31.4M 0.02%
683,261
-15,136
772
$31.4M 0.02%
2,688,046
-189,215
773
$31.3M 0.02%
318,827
-48,255
774
$31.3M 0.02%
311,205
+84,790
775
$31.2M 0.02%
354,403
-12,839
29 30
31
32 33