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
2651
$1.22M ﹤0.01%
51,198
-8,810
2652
$1.22M ﹤0.01%
48,159
-3,891
2653
$1.22M ﹤0.01%
272,033
+70,741
2654
$1.22M ﹤0.01%
94,256
+26,585
2655
$1.22M ﹤0.01%
27,409
-2,558
2656
$1.22M ﹤0.01%
+51,231
2657
$1.22M ﹤0.01%
34,530
+1,644
2658
$1.22M ﹤0.01%
179,438
-17,225
2659
$1.21M ﹤0.01%
41,100
+31,313
2660
$1.21M ﹤0.01%
19,773
-4,134
2661
$1.21M ﹤0.01%
17,892
-113
2662
$1.21M ﹤0.01%
48,598
-152,010
2663
$1.2M ﹤0.01%
19,762
+7,152
2664
$1.2M ﹤0.01%
23,964
+1,466
2665
$1.2M ﹤0.01%
22,766
+6,768
2666
$1.2M ﹤0.01%
34,689
+31,449
2667
$1.2M ﹤0.01%
103,947
-6,602
2668
$1.2M ﹤0.01%
17,913
-8,370
2669
$1.2M ﹤0.01%
110,952
+5,533
2670
$1.19M ﹤0.01%
129,764
-19,225
2671
$1.19M ﹤0.01%
107,512
-15,916
2672
$1.19M ﹤0.01%
72,651
+2,555
2673
$1.19M ﹤0.01%
30,061
-4,139
2674
$1.19M ﹤0.01%
38,251
+2,694
2675
$1.19M ﹤0.01%
72,927
+4,816
105 106
107
108 109