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
2501
$1.49M ﹤0.01%
36,305
-13,496
2502
$1.49M ﹤0.01%
34,098
+12,180
2503
$1.49M ﹤0.01%
24,245
+5,841
2504
$1.48M ﹤0.01%
115,944
+2,365
2505
$1.48M ﹤0.01%
73,251
+1,225
2506
$1.48M ﹤0.01%
129,198
+20,511
2507
$1.48M ﹤0.01%
79,391
+1,400
2508
$1.48M ﹤0.01%
308,475
+8,670
2509
$1.48M ﹤0.01%
31,166
+5,642
2510
$1.48M ﹤0.01%
2,013
+1,561
2511
$1.47M ﹤0.01%
23,605
+9,284
2512
$1.47M ﹤0.01%
48,933
+46,044
2513
$1.46M ﹤0.01%
50,687
-5,432
2514
$1.46M ﹤0.01%
106,512
+1,089
2515
$1.46M ﹤0.01%
17,211
-81,599
2516
$1.46M ﹤0.01%
57,366
-158,517
2517
$1.46M ﹤0.01%
93,448
+28,408
2518
$1.46M ﹤0.01%
19,969
+2,775
2519
$1.46M ﹤0.01%
5,786
+2,508
2520
$1.46M ﹤0.01%
44,908
-13,183
2521
$1.45M ﹤0.01%
59,968
-173,424
2522
$1.44M ﹤0.01%
95,325
-2,152
2523
$1.44M ﹤0.01%
364,908
+355,279
2524
$1.43M ﹤0.01%
48,387
-3,930
2525
$1.43M ﹤0.01%
18,895
-72,273
99 100
101
102 103