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
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,347
New
Increased
Reduced
Closed

Top Buys

1
+$672M
2
+$437M
3
+$287M
4
PX
Praxair Inc
PX
+$282M
5
V icon
Visa
V
+$201M

Top Sells

1
+$438M
2
+$277M
3
+$180M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$178M
5
TE
TECO ENERGY INC
TE
+$176M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$1.13M ﹤0.01%
39,644
-3,617
2627
$1.13M ﹤0.01%
111,596
-38,867
2628
$1.13M ﹤0.01%
73,420
-18,920
2629
$1.12M ﹤0.01%
25,179
-1,155
2630
$1.12M ﹤0.01%
11,071
+2,293
2631
$1.12M ﹤0.01%
61,034
+6,712
2632
$1.12M ﹤0.01%
25,283
-9,144
2633
$1.11M ﹤0.01%
39,283
-43,678
2634
$1.11M ﹤0.01%
18,569
-14,225
2635
$1.11M ﹤0.01%
126,999
-1,707
2636
$1.11M ﹤0.01%
34,469
-764
2637
$1.11M ﹤0.01%
59,272
-15,212
2638
$1.11M ﹤0.01%
32,606
-13,392
2639
$1.11M ﹤0.01%
13,977
+2,587
2640
$1.11M ﹤0.01%
46,030
-3,219
2641
$1.1M ﹤0.01%
28,196
-8,672
2642
$1.1M ﹤0.01%
73,471
+3,602
2643
$1.1M ﹤0.01%
22,646
-14,118
2644
$1.1M ﹤0.01%
66,877
+4,923
2645
$1.1M ﹤0.01%
48,699
+13,189
2646
$1.1M ﹤0.01%
14,501
-7,774
2647
$1.09M ﹤0.01%
64,575
+2,634
2648
$1.09M ﹤0.01%
26,058
+2,609
2649
$1.09M ﹤0.01%
94,510
-28,511
2650
$1.09M ﹤0.01%
22,085
-67,024
104 105
106
107 108