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
8451
$2K ﹤0.01%
3,600
+300
8452
$2K ﹤0.01%
+67
8453
$2K ﹤0.01%
9,694
+2,091
8454
$2K ﹤0.01%
+128
8455
$2K ﹤0.01%
2,664
-14,769
8456
$2K ﹤0.01%
+2,857
8457
$2K ﹤0.01%
80
-124
8458
$2K ﹤0.01%
7,566
-5,635
8459
$2K ﹤0.01%
10,800
+100
8460
$2K ﹤0.01%
286
8461
$2K ﹤0.01%
126
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8462
$2K ﹤0.01%
100
-1,196
8463
$2K ﹤0.01%
+904
8464
$2K ﹤0.01%
8,591
8465
$2K ﹤0.01%
+506
8466
$2K ﹤0.01%
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8467
$2K ﹤0.01%
493
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8468
$2K ﹤0.01%
2,157
8469
$2K ﹤0.01%
176
8470
$2K ﹤0.01%
3,484
+1,033
8471
$2K ﹤0.01%
1,142
8472
$2K ﹤0.01%
1,025
8473
$2K ﹤0.01%
109
-3
8474
$2K ﹤0.01%
8,319
-7,125
8475
$2K ﹤0.01%
11,801
337 338
339
340 341