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
1276
$11.3M 0.01%
69,625
-22,975
1277
$11.2M 0.01%
680,134
-5,808
1278
$11.2M 0.01%
364,305
-43,375
1279
$11.2M 0.01%
+541,137
1280
$11.1M 0.01%
99,829
-2,897
1281
$11.1M 0.01%
403,139
+1,326
1282
$11.1M 0.01%
1,478,368
-450,356
1283
$11.1M 0.01%
275,488
-103,679
1284
$11.1M 0.01%
437,789
+53,581
1285
$11M 0.01%
118,171
-113,875
1286
$11M 0.01%
359,343
-9,756
1287
$11M 0.01%
75,783
+49,830
1288
$11M 0.01%
156,051
+2,902
1289
$11M 0.01%
381,944
+377,432
1290
$11M 0.01%
1,415,990
+230,892
1291
$11M 0.01%
223,246
-52,398
1292
$11M 0.01%
274,872
+113,897
1293
$10.9M 0.01%
97,808
+67,184
1294
$10.9M 0.01%
222,166
+44,156
1295
$10.9M 0.01%
59,366
-17,445
1296
$10.8M 0.01%
207,402
-456,583
1297
$10.8M 0.01%
264,329
-70,666
1298
$10.8M 0.01%
133,522
+12,830
1299
$10.8M 0.01%
428,996
+42,012
1300
$10.8M 0.01%
105,019
+94,476
50 51
52
53 54