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
2676
$1.19M ﹤0.01%
30,028
-42,455
2677
$1.19M ﹤0.01%
16,906
-6,716
2678
$1.18M ﹤0.01%
48,138
-22,011
2679
$1.18M ﹤0.01%
51,177
+15,177
2680
$1.18M ﹤0.01%
76,191
+3,631
2681
$1.18M ﹤0.01%
72,436
-21,716
2682
$1.18M ﹤0.01%
19,393
+16,391
2683
$1.18M ﹤0.01%
553
+531
2684
$1.18M ﹤0.01%
25,161
+4,839
2685
$1.18M ﹤0.01%
25,738
-7,006
2686
$1.18M ﹤0.01%
3,157
-307
2687
$1.18M ﹤0.01%
91,821
-12,740
2688
$1.18M ﹤0.01%
86,192
-101,529
2689
$1.17M ﹤0.01%
13,197
-5,970
2690
$1.17M ﹤0.01%
37,540
-12,085
2691
$1.16M ﹤0.01%
144,564
+5,171
2692
$1.16M ﹤0.01%
44,016
+15,537
2693
$1.16M ﹤0.01%
25,660
+4,364
2694
$1.15M ﹤0.01%
14,228
+3,460
2695
$1.15M ﹤0.01%
47,916
+177
2696
$1.15M ﹤0.01%
122,227
-1,862
2697
$1.14M ﹤0.01%
75,536
+20,762
2698
$1.14M ﹤0.01%
35,529
+16,675
2699
$1.14M ﹤0.01%
45,716
+15,006
2700
$1.14M ﹤0.01%
101,565
+98,347
106 107
108
109 110