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
8626
$2K ﹤0.01%
+66
8627
$2K ﹤0.01%
12,111
8628
$2K ﹤0.01%
18,755
+12,336
8629
$2K ﹤0.01%
+66
8630
$2K ﹤0.01%
107
-4,282
8631
$2K ﹤0.01%
167
8632
$2K ﹤0.01%
+26
8633
$2K ﹤0.01%
34
-153
8634
$2K ﹤0.01%
571
-29
8635
$2K ﹤0.01%
502
-11
8636
$2K ﹤0.01%
+190
8637
$2K ﹤0.01%
+5,091
8638
$2K ﹤0.01%
293
-3,256
8639
$2K ﹤0.01%
+68
8640
$2K ﹤0.01%
+69
8641
$2K ﹤0.01%
127
-41,857
8642
$2K ﹤0.01%
+76
8643
$2K ﹤0.01%
145
-15
8644
$2K ﹤0.01%
74
-1,458
8645
$2K ﹤0.01%
43,482
-181
8646
$2K ﹤0.01%
90
-214
8647
$2K ﹤0.01%
1,003
+431
8648
$2K ﹤0.01%
+88
8649
$2K ﹤0.01%
150
-106,101
8650
$2K ﹤0.01%
2,435
+1,021
344 345
346
347 348