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
2726
$1.08M ﹤0.01%
28,010
+8,268
2727
$1.08M ﹤0.01%
49,122
-28,478
2728
$1.08M ﹤0.01%
80,456
+10,413
2729
$1.07M ﹤0.01%
19,878
+16,909
2730
$1.07M ﹤0.01%
47,430
+21,597
2731
$1.07M ﹤0.01%
41,761
+4,320
2732
$1.07M ﹤0.01%
8,503
+239
2733
$1.07M ﹤0.01%
15,212
-1,812
2734
$1.07M ﹤0.01%
62,904
+58,508
2735
$1.07M ﹤0.01%
81,178
+4,686
2736
$1.07M ﹤0.01%
38,434
-1,893
2737
$1.07M ﹤0.01%
28,897
+15,136
2738
$1.06M ﹤0.01%
+90,340
2739
$1.06M ﹤0.01%
26,649
+25,037
2740
$1.06M ﹤0.01%
15,448
+1,564
2741
$1.06M ﹤0.01%
181,196
+15,264
2742
$1.06M ﹤0.01%
16,470
+3,879
2743
$1.06M ﹤0.01%
49,395
+9,478
2744
$1.06M ﹤0.01%
34,191
-2,396
2745
$1.05M ﹤0.01%
28,353
-5,900
2746
$1.05M ﹤0.01%
61,992
-673,308
2747
$1.05M ﹤0.01%
41,758
+11,477
2748
$1.05M ﹤0.01%
115,090
+446
2749
$1.05M ﹤0.01%
19,128
+1,703
2750
$1.05M ﹤0.01%
85,459
+5,889
108 109
110
111 112