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
2551
$1.4M ﹤0.01%
46,305
+22,425
2552
$1.4M ﹤0.01%
71,533
+3,463
2553
$1.39M ﹤0.01%
782,370
-10,545,140
2554
$1.39M ﹤0.01%
18,180
-3,193
2555
$1.39M ﹤0.01%
17,426
-3,573
2556
$1.39M ﹤0.01%
51,191
-6,250
2557
$1.39M ﹤0.01%
34,273
+19,678
2558
$1.38M ﹤0.01%
100,299
+19,302
2559
$1.38M ﹤0.01%
58,884
+4,936
2560
$1.38M ﹤0.01%
189,051
+125,628
2561
$1.38M ﹤0.01%
28,056
-15,846
2562
$1.38M ﹤0.01%
48,174
-71,790
2563
$1.38M ﹤0.01%
34,903
+34,896
2564
$1.37M ﹤0.01%
103,174
+7,139
2565
$1.37M ﹤0.01%
32,430
-86,457
2566
$1.37M ﹤0.01%
95,165
-1,079
2567
$1.37M ﹤0.01%
86,948
-377
2568
$1.37M ﹤0.01%
45,764
-6,683
2569
$1.36M ﹤0.01%
69,800
-6,785,620
2570
$1.36M ﹤0.01%
21,626
+3,707
2571
$1.36M ﹤0.01%
6,099
-22,900
2572
$1.36M ﹤0.01%
88,333
+17,558
2573
$1.36M ﹤0.01%
54,119
-462
2574
$1.36M ﹤0.01%
156,508
-150
2575
$1.35M ﹤0.01%
43,345
+20,992
101 102
103
104 105