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
8401
$2K ﹤0.01%
253
-20,627
8402
$2K ﹤0.01%
13
-261
8403
$2K ﹤0.01%
179
-3
8404
$2K ﹤0.01%
793
-1,498
8405
$2K ﹤0.01%
20,267
+100
8406
$2K ﹤0.01%
+190
8407
$2K ﹤0.01%
2,810
+2,546
8408
$2K ﹤0.01%
15,708
-2,000
8409
$2K ﹤0.01%
5,997
+800
8410
$2K ﹤0.01%
+12,499
8411
$2K ﹤0.01%
+52
8412
$2K ﹤0.01%
+12,157
8413
$2K ﹤0.01%
1,791
+50
8414
– –
0
8415
$2K ﹤0.01%
9,101
+8,533
8416
$2K ﹤0.01%
1
8417
$2K ﹤0.01%
+199
8418
$2K ﹤0.01%
+200
8419
$2K ﹤0.01%
46
8420
$2K ﹤0.01%
18,017
+17,968
8421
$2K ﹤0.01%
22,725
+7,999
8422
$2K ﹤0.01%
+12,021
8423
$2K ﹤0.01%
4,564
+5
8424
$2K ﹤0.01%
+5
8425
$2K ﹤0.01%
16
-60
335 336
337
338 339