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
2226
$2.54M ﹤0.01%
230,479
+19,947
2227
$2.54M ﹤0.01%
37,302
-42,092
2228
$2.53M ﹤0.01%
110,212
-622,775
2229
$2.53M ﹤0.01%
108,117
+12,027
2230
$2.52M ﹤0.01%
593,478
-49,616
2231
$2.52M ﹤0.01%
116,718
+33,554
2232
$2.52M ﹤0.01%
197,524
+12,876
2233
$2.52M ﹤0.01%
100,550
+50,149
2234
$2.52M ﹤0.01%
43,734
-1,193
2235
$2.52M ﹤0.01%
225,199
-17,134
2236
$2.52M ﹤0.01%
105,200
+375
2237
$2.51M ﹤0.01%
161,213
-77,029
2238
$2.51M ﹤0.01%
45,178
-12,440
2239
$2.51M ﹤0.01%
112,080
-1,518
2240
$2.51M ﹤0.01%
125,969
-109,581
2241
$2.5M ﹤0.01%
80,214
-4,258
2242
$2.5M ﹤0.01%
333,629
+73,845
2243
$2.49M ﹤0.01%
257,864
-1,163
2244
$2.49M ﹤0.01%
96,691
-23,123
2245
$2.49M ﹤0.01%
40,825
-54,865
2246
$2.48M ﹤0.01%
219,159
+116,918
2247
$2.48M ﹤0.01%
51,423
+885
2248
$2.48M ﹤0.01%
67,195
-360,653
2249
$2.47M ﹤0.01%
101,766
-51,550
2250
$2.46M ﹤0.01%
178,441
+136,888
88 89
90
91 92