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
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,347
New
Increased
Reduced
Closed

Top Buys

1
+$672M
2
+$437M
3
+$287M
4
PX
Praxair Inc
PX
+$282M
5
V icon
Visa
V
+$201M

Top Sells

1
+$438M
2
+$277M
3
+$180M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$178M
5
TE
TECO ENERGY INC
TE
+$176M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$894K ﹤0.01%
37,437
+952
2777
$893K ﹤0.01%
19,341
-39
2778
$891K ﹤0.01%
7,377
-3,571
2779
$887K ﹤0.01%
50,281
-4,286
2780
$881K ﹤0.01%
8,893
+1,725
2781
$872K ﹤0.01%
85,104
-795
2782
$871K ﹤0.01%
56,665
-1,406
2783
$871K ﹤0.01%
90,278
+1,312
2784
$870K ﹤0.01%
19,504
+900
2785
$869K ﹤0.01%
11,105
+2,600
2786
$867K ﹤0.01%
54,504
-10,709
2787
$867K ﹤0.01%
22,349
+12,964
2788
$867K ﹤0.01%
17,024
+621
2789
$867K ﹤0.01%
17,816
+79
2790
$865K ﹤0.01%
67,622
-56,839
2791
$865K ﹤0.01%
23,586
+15,404
2792
$865K ﹤0.01%
30,770
-112
2793
$862K ﹤0.01%
25,086
+3,930
2794
$861K ﹤0.01%
14,829
+764
2795
$860K ﹤0.01%
49,458
-11,443
2796
$860K ﹤0.01%
12,906
-4,435
2797
$858K ﹤0.01%
16,187
-4,116
2798
$858K ﹤0.01%
539,469
+31,806
2799
$856K ﹤0.01%
11,641
-6,189
2800
$855K ﹤0.01%
60,064
-3,558
110 111
112
113 114