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
2626
$1.29M ﹤0.01%
383,908
+19,000
2627
$1.28M ﹤0.01%
22,356
-36,506
2628
$1.28M ﹤0.01%
73,046
+4,089
2629
$1.28M ﹤0.01%
6,089
-10
2630
$1.28M ﹤0.01%
242,281
-34,241
2631
$1.28M ﹤0.01%
70,401
-2,265
2632
$1.28M ﹤0.01%
24,931
+19,219
2633
$1.26M ﹤0.01%
34,534
-29,632
2634
$1.26M ﹤0.01%
25,675
+514
2635
$1.26M ﹤0.01%
50,196
+12,033
2636
$1.26M ﹤0.01%
6,281
+2,783
2637
$1.25M ﹤0.01%
48,406
+4,390
2638
$1.25M ﹤0.01%
23,085
+2,871
2639
$1.25M ﹤0.01%
49,352
-269
2640
$1.25M ﹤0.01%
97,266
-3,033
2641
$1.24M ﹤0.01%
22,079
+868
2642
$1.24M ﹤0.01%
83,715
-11,610
2643
$1.24M ﹤0.01%
283,197
+66,462
2644
$1.24M ﹤0.01%
102,198
-15,805
2645
$1.24M ﹤0.01%
+24,334
2646
$1.24M ﹤0.01%
439
+438
2647
$1.23M ﹤0.01%
108,338
+3,883
2648
$1.23M ﹤0.01%
143,328
-49,382
2649
$1.23M ﹤0.01%
11,432
+11,335
2650
$1.23M ﹤0.01%
46,972
+4,971
104 105
106
107 108