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
1476
$7.84M ﹤0.01%
46,369
-1,911
1477
$7.82M ﹤0.01%
190,513
+1,695
1478
$7.81M ﹤0.01%
304,623
+21,090
1479
$7.8M ﹤0.01%
700,426
-40,557
1480
$7.8M ﹤0.01%
432,712
-8,323
1481
$7.8M ﹤0.01%
120,377
-109,204
1482
$7.8M ﹤0.01%
140,604
-288,462
1483
$7.79M ﹤0.01%
263,503
+9,893
1484
$7.77M ﹤0.01%
79,736
-7,139
1485
$7.77M ﹤0.01%
475,893
+48,494
1486
$7.76M ﹤0.01%
822,289
+162,027
1487
$7.76M ﹤0.01%
107,344
-3,994
1488
$7.75M ﹤0.01%
250,035
+38,895
1489
$7.74M ﹤0.01%
147,975
+61,165
1490
$7.74M ﹤0.01%
113,457
-54,636
1491
$7.74M ﹤0.01%
156,360
+8,855
1492
$7.72M ﹤0.01%
572,429
+41,096
1493
$7.72M ﹤0.01%
119,778
-13,157
1494
$7.69M ﹤0.01%
642,277
+387,851
1495
$7.68M ﹤0.01%
71,095
-74,235
1496
$7.68M ﹤0.01%
347,276
+12,722
1497
$7.68M ﹤0.01%
274,533
+83,527
1498
$7.66M ﹤0.01%
105,284
-14,640
1499
$7.65M ﹤0.01%
714,904
+240,572
1500
$7.63M ﹤0.01%
130,267
-40,990
58 59
60
61 62