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
8601
$2K ﹤0.01%
+5,352
8602
$2K ﹤0.01%
112
-7,942
8603
$2K ﹤0.01%
80
-20
8604
$2K ﹤0.01%
5,993
-5,548
8605
$2K ﹤0.01%
42
-115
8606
$2K ﹤0.01%
3,515
+2,714
8607
$2K ﹤0.01%
59
+2
8608
$2K ﹤0.01%
+100
8609
$2K ﹤0.01%
+4
8610
$2K ﹤0.01%
190
8611
$2K ﹤0.01%
200
-809
8612
$2K ﹤0.01%
+100
8613
$2K ﹤0.01%
98
-2,837
8614
$2K ﹤0.01%
100
-1,807
8615
$2K ﹤0.01%
5,223
-1,503
8616
$2K ﹤0.01%
5,479
+4,563
8617
$2K ﹤0.01%
+10
8618
$2K ﹤0.01%
+200
8619
$2K ﹤0.01%
4,884
-3,600
8620
$2K ﹤0.01%
101
+96
8621
$2K ﹤0.01%
117
-286
8622
$2K ﹤0.01%
256
-408
8623
$2K ﹤0.01%
+87
8624
$2K ﹤0.01%
114
-248
8625
$2K ﹤0.01%
+6,952
343 344
345
346 347