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
2576
$1.35M ﹤0.01%
76,381
+12,685
2577
$1.35M ﹤0.01%
88,466
+6,576
2578
$1.34M ﹤0.01%
45,505
-12,578
2579
$1.34M ﹤0.01%
22,828
-1,498
2580
$1.34M ﹤0.01%
29,521
-6,974
2581
$1.34M ﹤0.01%
89,537
+20,230
2582
$1.34M ﹤0.01%
22,380
-21,057
2583
$1.34M ﹤0.01%
37,937
+14,170
2584
$1.34M ﹤0.01%
55,321
-1,223
2585
$1.33M ﹤0.01%
35,051
+32,531
2586
$1.33M ﹤0.01%
102,152
+92,984
2587
$1.33M ﹤0.01%
80,784
-846
2588
$1.33M ﹤0.01%
26,107
-2,373
2589
$1.32M ﹤0.01%
21,674
-3,135
2590
$1.32M ﹤0.01%
70,049
+5,814
2591
$1.32M ﹤0.01%
31,619
+23,446
2592
$1.32M ﹤0.01%
25,914
+15,863
2593
$1.32M ﹤0.01%
82,443
-19,510
2594
$1.31M ﹤0.01%
28,316
+2,263
2595
$1.31M ﹤0.01%
48,998
+9,703
2596
$1.31M ﹤0.01%
40,611
-99,680
2597
$1.31M ﹤0.01%
30,010
+7,082
2598
$1.31M ﹤0.01%
93,203
-32,260
2599
$1.31M ﹤0.01%
52,372
-678
2600
$1.3M ﹤0.01%
108,996
+16,715
102 103
104
105 106