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
2601
$1.34M ﹤0.01%
85,587
+65,176
2602
$1.34M ﹤0.01%
18,426
+4,556
2603
$1.34M ﹤0.01%
109,257
+49,731
2604
$1.33M ﹤0.01%
12,654
-40,438
2605
$1.33M ﹤0.01%
71,865
-9,112
2606
$1.32M ﹤0.01%
43,183
+8,992
2607
$1.32M ﹤0.01%
45,216
+26,878
2608
$1.32M ﹤0.01%
92,102
+10,771
2609
$1.32M ﹤0.01%
340,963
+68,930
2610
$1.32M ﹤0.01%
25,284
+5,724
2611
$1.32M ﹤0.01%
68,362
+1,489
2612
$1.31M ﹤0.01%
209,964
-33,814
2613
$1.31M ﹤0.01%
18,297
+117
2614
$1.31M ﹤0.01%
42,560
+4,309
2615
$1.31M ﹤0.01%
+93,478
2616
$1.3M ﹤0.01%
154,837
-840
2617
$1.3M ﹤0.01%
86,721
-4,042
2618
$1.3M ﹤0.01%
58,138
+51,771
2619
$1.3M ﹤0.01%
42,613
-732
2620
$1.3M ﹤0.01%
10,508
-43
2621
$1.29M ﹤0.01%
44,381
-3,896
2622
$1.29M ﹤0.01%
46,111
+44,031
2623
$1.29M ﹤0.01%
99,402
+79,556
2624
$1.29M ﹤0.01%
34,152
+6,142
2625
$1.29M ﹤0.01%
27,990
+11,151
103 104
105
106 107