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
2526
$1.43M ﹤0.01%
55,916
+17,622
2527
$1.42M ﹤0.01%
96,982
+10,083
2528
$1.42M ﹤0.01%
72,666
-44,017
2529
$1.42M ﹤0.01%
30,020
-9,471
2530
$1.42M ﹤0.01%
33,442
+30,037
2531
$1.42M ﹤0.01%
72,281
+51,184
2532
$1.42M ﹤0.01%
68,485
+3,009
2533
$1.42M ﹤0.01%
143,236
-2,811
2534
$1.42M ﹤0.01%
28,612
+724
2535
$1.42M ﹤0.01%
16,827
-1,689
2536
$1.42M ﹤0.01%
62,203
-5,748
2537
$1.41M ﹤0.01%
22,349
+15,587
2538
$1.41M ﹤0.01%
62,040
-13,036
2539
$1.41M ﹤0.01%
59,154
+5,427
2540
$1.41M ﹤0.01%
116,558
-28,397
2541
$1.41M ﹤0.01%
90,763
+4,109
2542
$1.41M ﹤0.01%
18,296
+9,269
2543
$1.41M ﹤0.01%
66,873
-10,734
2544
$1.4M ﹤0.01%
160,407
+128,776
2545
$1.4M ﹤0.01%
216,735
+187,459
2546
$1.4M ﹤0.01%
80,511
+2,833
2547
$1.4M ﹤0.01%
121,908
+15,655
2548
$1.4M ﹤0.01%
34,914
+7,040
2549
$1.4M ﹤0.01%
40,942
-22,998
2550
$1.4M ﹤0.01%
31,916
-2,537
100 101
102
103 104