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
2751
$1.05M ﹤0.01%
53,882
-546
2752
$1.05M ﹤0.01%
11,760
-4,515
2753
$1.05M ﹤0.01%
198,791
-525,947
2754
$1.05M ﹤0.01%
22,330
+14,375
2755
$1.04M ﹤0.01%
32,436
+1,231
2756
$1.04M ﹤0.01%
287,532
+33,373
2757
$1.04M ﹤0.01%
39,020
+7,595
2758
$1.04M ﹤0.01%
27,147
+14,844
2759
$1.04M ﹤0.01%
40,539
+21,750
2760
$1.04M ﹤0.01%
24,342
-985
2761
$1.03M ﹤0.01%
14,927
-81,587
2762
$1.03M ﹤0.01%
19,646
-657
2763
$1.03M ﹤0.01%
276,522
-108,874
2764
$1.03M ﹤0.01%
233,760
+608
2765
$1.03M ﹤0.01%
38,182
-1,243
2766
$1.02M ﹤0.01%
1,497
+370
2767
$1.02M ﹤0.01%
63,427
+6,820
2768
$1.02M ﹤0.01%
64,785
+10,645
2769
$1.02M ﹤0.01%
13,823
-2,660
2770
$1.02M ﹤0.01%
124,610
+17,367
2771
$1.02M ﹤0.01%
16,612
+5,724
2772
$1.02M ﹤0.01%
101,633
+32,621
2773
$1.02M ﹤0.01%
42,620
+24,693
2774
$1.02M ﹤0.01%
13,870
-27
2775
$1.02M ﹤0.01%
21,916
-3,062
109 110
111
112 113