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
$124B
AUM Growth
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$674M
2
+$629M
3
+$454M
4
ROK icon
Rockwell Automation
ROK
+$420M
5
WPZ
Williams Partners L.P.
WPZ
+$369M

Top Sells

1
+$294M
2
+$278M
3
+$275M
4
UPS icon
United Parcel Service
UPS
+$237M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.69%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.55M ﹤0.01%
386,486
+174,283
2477
$1.55M ﹤0.01%
29,934
-1,375
2478
$1.54M ﹤0.01%
101,776
-36,574
2479
$1.54M ﹤0.01%
15,513
+1,730
2480
$1.54M ﹤0.01%
49,132
-15,827
2481
$1.53M ﹤0.01%
48,277
+268
2482
$1.53M ﹤0.01%
182,476
+67,476
2483
$1.53M ﹤0.01%
96,720
+283
2484
$1.53M ﹤0.01%
44,611
-2,399
2485
$1.53M ﹤0.01%
76,169
-13,917
2486
$1.53M ﹤0.01%
185,823
+179,462
2487
$1.52M ﹤0.01%
13,649
-12,194
2488
$1.52M ﹤0.01%
46,494
-68,791
2489
$1.52M ﹤0.01%
37,756
-11,086
2490
$1.52M ﹤0.01%
23,007
-21,501
2491
$1.51M ﹤0.01%
60,571
+12,758
2492
$1.51M ﹤0.01%
94,949
-5,382
2493
$1.51M ﹤0.01%
36,524
-4,097
2494
$1.51M ﹤0.01%
33,843
+30,545
2495
$1.51M ﹤0.01%
5,778
+4,621
2496
$1.5M ﹤0.01%
156,200
-31,199
2497
$1.5M ﹤0.01%
59,916
-48,784
2498
$1.5M ﹤0.01%
42,779
-3,973
2499
$1.5M ﹤0.01%
134,945
+25,722
2500
$1.49M ﹤0.01%
137,543
-9,670
98 99
100
101 102