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
2701
$1.14M ﹤0.01%
13,016
+5,550
2702
$1.13M ﹤0.01%
155,677
-7,770
2703
$1.13M ﹤0.01%
30,052
-60,267
2704
$1.13M ﹤0.01%
9,429
-41,064
2705
$1.13M ﹤0.01%
121,568
+114,435
2706
$1.12M ﹤0.01%
30,753
+10,216
2707
$1.12M ﹤0.01%
37,791
-7,249
2708
$1.11M ﹤0.01%
29,966
+9,054
2709
$1.11M ﹤0.01%
15,518
-848
2710
$1.1M ﹤0.01%
15,721
+8,857
2711
$1.1M ﹤0.01%
39,354
+36,248
2712
$1.1M ﹤0.01%
28,741
+13,325
2713
$1.1M ﹤0.01%
77,550
-11,772
2714
$1.1M ﹤0.01%
45,201
-112,688
2715
$1.1M ﹤0.01%
27,955
+14,255
2716
$1.1M ﹤0.01%
75,651
-7,589
2717
$1.1M ﹤0.01%
54,627
+2,766
2718
$1.1M ﹤0.01%
69,401
-141,041
2719
$1.09M ﹤0.01%
82,313
-8,104
2720
$1.09M ﹤0.01%
31,837
+9,304
2721
$1.09M ﹤0.01%
86,838
-4,206
2722
$1.09M ﹤0.01%
50,430
+20,045
2723
$1.09M ﹤0.01%
53,246
+7,255
2724
$1.08M ﹤0.01%
33,440
-29,281
2725
$1.08M ﹤0.01%
62,896
+4,118
107 108
109
110 111