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
8551
$2K ﹤0.01%
88
-1,854
8552
$2K ﹤0.01%
220
-285
8553
$2K ﹤0.01%
123
-1,629
8554
$2K ﹤0.01%
+1,776
8555
$2K ﹤0.01%
718
-2,269
8556
$2K ﹤0.01%
1,219
-7,275
8557
$2K ﹤0.01%
464
-4,736
8558
$2K ﹤0.01%
100
-3,632
8559
$2K ﹤0.01%
577
+332
8560
$2K ﹤0.01%
+350
8561
$2K ﹤0.01%
565
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8562
$2K ﹤0.01%
186
8563
$2K ﹤0.01%
162
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8564
$2K ﹤0.01%
173
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8565
$2K ﹤0.01%
70
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8566
$2K ﹤0.01%
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8567
$2K ﹤0.01%
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8568
$2K ﹤0.01%
122
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8569
– –
0
8570
$2K ﹤0.01%
115
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8571
$2K ﹤0.01%
63
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8572
$2K ﹤0.01%
462
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8573
$2K ﹤0.01%
360
-157
8574
$2K ﹤0.01%
+76
8575
$2K ﹤0.01%
366
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341 342
343
344 345