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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
$1.05M ﹤0.01%
80,732
+276
2752
$1.05M ﹤0.01%
66,264
-20,684
2753
$1.05M ﹤0.01%
128,139
-1,625
2754
$1.05M ﹤0.01%
140,096
+110,080
2755
$1.05M ﹤0.01%
131,588
+6,978
2756
$1.05M ﹤0.01%
1,898,173
+623,316
2757
$1.05M ﹤0.01%
49,585
-845
2758
$1.05M ﹤0.01%
51,838
+640
2759
$1.04M ﹤0.01%
21,552
-343,474
2760
$1.04M ﹤0.01%
67,415
+3,988
2761
$1.04M ﹤0.01%
64,124
+60,300
2762
$1.04M ﹤0.01%
49,320
+5,048
2763
$1.04M ﹤0.01%
91,250
-482,283
2764
$1.04M ﹤0.01%
+32,745
2765
$1.04M ﹤0.01%
71,586
+38,904
2766
$1.04M ﹤0.01%
69,684
-200
2767
$1.04M ﹤0.01%
55,326
+699
2768
$1.04M ﹤0.01%
59,735
+17,005
2769
$1.03M ﹤0.01%
162,864
-26,187
2770
$1.03M ﹤0.01%
16,044
-8,197
2771
$1.03M ﹤0.01%
44,318
+5,884
2772
$1.03M ﹤0.01%
32,509
+1,752
2773
$1.03M ﹤0.01%
65,057
-7,870
2774
$1.02M ﹤0.01%
10,471
+946
2775
$1.02M ﹤0.01%
126,120
+4,552
109 110
111
112 113