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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$1.55M ﹤0.01%
34,711
-4,273
2502
$1.54M ﹤0.01%
39,865
+12,456
2503
$1.54M ﹤0.01%
60,582
+9,438
2504
$1.54M ﹤0.01%
127,549
+33,293
2505
$1.54M ﹤0.01%
38,282
+1,101
2506
$1.54M ﹤0.01%
63,130
+61,706
2507
$1.54M ﹤0.01%
16,066
-5,153
2508
$1.53M ﹤0.01%
45,217
+4,275
2509
$1.53M ﹤0.01%
133,936
-9,300
2510
$1.53M ﹤0.01%
61,232
-16,884
2511
$1.53M ﹤0.01%
56,180
-2,704
2512
$1.53M ﹤0.01%
22,967
-13,875
2513
$1.52M ﹤0.01%
130,937
+14,379
2514
$1.52M ﹤0.01%
41,381
-6,963
2515
$1.52M ﹤0.01%
102,025
+15,035
2516
$1.52M ﹤0.01%
18,041
+1,214
2517
$1.52M ﹤0.01%
36,145
+11,803
2518
$1.52M ﹤0.01%
27,254
-48,026
2519
$1.52M ﹤0.01%
79,892
+501
2520
$1.52M ﹤0.01%
24,469
+9,542
2521
$1.52M ﹤0.01%
20,144
-4,584
2522
$1.52M ﹤0.01%
109,010
+39,909
2523
$1.51M ﹤0.01%
19,743
-6,402
2524
$1.51M ﹤0.01%
42,534
+37,404
2525
$1.51M ﹤0.01%
38,164
+35,128
99 100
101
102 103