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
8501
$2K ﹤0.01%
1,063
-1,132
8502
$2K ﹤0.01%
508
-1,189
8503
$2K ﹤0.01%
172
-528
8504
$2K ﹤0.01%
174
-1,342
8505
$2K ﹤0.01%
4
+3
8506
$2K ﹤0.01%
+197
8507
$2K ﹤0.01%
200
8508
$2K ﹤0.01%
26,644
+24,160
8509
$2K ﹤0.01%
210
-465
8510
$2K ﹤0.01%
55,466
+2,519
8511
$2K ﹤0.01%
279
-46
8512
$2K ﹤0.01%
8,553
-110,119
8513
$2K ﹤0.01%
6,076
-4,256
8514
$2K ﹤0.01%
16,565
8515
$2K ﹤0.01%
162
+25
8516
$2K ﹤0.01%
6,432
-5,349
8517
$2K ﹤0.01%
+5,497
8518
$2K ﹤0.01%
106
-153
8519
$2K ﹤0.01%
14,620
+5,208
8520
$2K ﹤0.01%
+4,030
8521
$2K ﹤0.01%
250
+50
8522
$2K ﹤0.01%
+4
8523
$2K ﹤0.01%
126
+119
8524
$2K ﹤0.01%
100
-1,196
8525
$2K ﹤0.01%
+904
339 340
341
342 343