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
2201
$2.64M ﹤0.01%
79,514
-13,404
2202
$2.64M ﹤0.01%
87,815
+8,984
2203
$2.63M ﹤0.01%
111,254
+102,964
2204
$2.63M ﹤0.01%
35,096
-6,127
2205
$2.63M ﹤0.01%
101,224
-9,981
2206
$2.63M ﹤0.01%
111,692
+55,877
2207
$2.62M ﹤0.01%
17,905
-4,412
2208
$2.62M ﹤0.01%
347,186
+17,608
2209
$2.62M ﹤0.01%
39,944
-2,873
2210
$2.61M ﹤0.01%
73,180
-174,181
2211
$2.61M ﹤0.01%
24,124
+19,087
2212
$2.61M ﹤0.01%
234,145
-23,971
2213
$2.6M ﹤0.01%
67,956
-111,066
2214
$2.59M ﹤0.01%
115,962
+66,141
2215
$2.58M ﹤0.01%
90,071
+46,136
2216
$2.58M ﹤0.01%
159,256
+71,809
2217
$2.57M ﹤0.01%
15,784
+409
2218
$2.57M ﹤0.01%
53,782
-15,856
2219
$2.56M ﹤0.01%
249,976
-43,627
2220
$2.56M ﹤0.01%
59,114
+2,525
2221
$2.56M ﹤0.01%
53,714
+11,471
2222
$2.56M ﹤0.01%
35,091
-5,482
2223
$2.55M ﹤0.01%
72,212
-25,594
2224
$2.55M ﹤0.01%
237,842
-1,420
2225
$2.55M ﹤0.01%
115,343
-8,565
87 88
89
90 91