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
2601
$1.3M ﹤0.01%
51,144
+20,070
2602
$1.3M ﹤0.01%
119,011
-890
2603
$1.3M ﹤0.01%
22,863
-25,757
2604
$1.3M ﹤0.01%
24,568
-18,086
2605
$1.3M ﹤0.01%
94,216
+9,484
2606
$1.3M ﹤0.01%
29,226
+2,657
2607
$1.29M ﹤0.01%
19,913
+19,628
2608
$1.29M ﹤0.01%
52,545
+7,757
2609
$1.29M ﹤0.01%
52,767
-2,163
2610
$1.28M ﹤0.01%
34,030
+473
2611
$1.28M ﹤0.01%
68,957
-88
2612
$1.28M ﹤0.01%
107,109
-856,353
2613
$1.28M ﹤0.01%
21,211
+533
2614
$1.28M ﹤0.01%
92,968
+402
2615
$1.28M ﹤0.01%
54,568
+50,978
2616
$1.27M ﹤0.01%
26,098
-61,436
2617
$1.27M ﹤0.01%
123,790
+8,565
2618
$1.27M ﹤0.01%
34,732
-295,179
2619
$1.27M ﹤0.01%
98,878
-420,913
2620
$1.27M ﹤0.01%
+3,128
2621
$1.27M ﹤0.01%
48,065
-8,384
2622
$1.26M ﹤0.01%
89,805
-51,699
2623
$1.26M ﹤0.01%
58,117
+2,179
2624
$1.26M ﹤0.01%
81,331
+28,167
2625
$1.25M ﹤0.01%
21,305
-3,681
103 104
105
106 107