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UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
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
8576
$2K ﹤0.01%
1,219
-7,275
8577
$2K ﹤0.01%
464
-4,736
8578
$2K ﹤0.01%
+86
8579
$2K ﹤0.01%
62
-248
8580
$2K ﹤0.01%
236
-182
8581
$2K ﹤0.01%
128
-562
8582
$2K ﹤0.01%
120
-592
8583
$2K ﹤0.01%
45
-101
8584
$2K ﹤0.01%
967
+116
8585
$2K ﹤0.01%
+223
8586
$2K ﹤0.01%
+3,508
8587
$2K ﹤0.01%
42
-1,417
8588
$2K ﹤0.01%
+2,227
8589
$2K ﹤0.01%
53
-70
8590
$2K ﹤0.01%
40
-185
8591
$2K ﹤0.01%
600
-834
8592
$2K ﹤0.01%
+5,352
8593
$2K ﹤0.01%
112
-7,942
8594
$2K ﹤0.01%
80
-20
8595
$2K ﹤0.01%
+100
8596
$2K ﹤0.01%
+4
8597
$2K ﹤0.01%
190
8598
$2K ﹤0.01%
200
-809
8599
$2K ﹤0.01%
+100
8600
$2K ﹤0.01%
98
-2,837
342 343
344
345 346