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
2851
$784K ﹤0.01%
8,916
-149,963
2852
$782K ﹤0.01%
14,888
+13,086
2853
$780K ﹤0.01%
16,211
-1,346
2854
$779K ﹤0.01%
41,785
+1,130
2855
$776K ﹤0.01%
46,527
+18,238
2856
$775K ﹤0.01%
28,165
-19,296
2857
$773K ﹤0.01%
53,867
-4,251
2858
$771K ﹤0.01%
16,566
-789
2859
$768K ﹤0.01%
41,272
-1,139
2860
$767K ﹤0.01%
23,700
-506
2861
$765K ﹤0.01%
26,353
+23,709
2862
$763K ﹤0.01%
32,480
+884
2863
$762K ﹤0.01%
50,056
-9,622
2864
$754K ﹤0.01%
23,912
-5,861
2865
$753K ﹤0.01%
85,372
+56,244
2866
$752K ﹤0.01%
62,559
-4,149
2867
$749K ﹤0.01%
31,946
+6,236
2868
$747K ﹤0.01%
3,329
+1,824
2869
$746K ﹤0.01%
37,061
+21,155
2870
$744K ﹤0.01%
1,275
+151
2871
$743K ﹤0.01%
9,654
-9,001
2872
$743K ﹤0.01%
23,476
-3,472
2873
$742K ﹤0.01%
35,811
+1,249
2874
$741K ﹤0.01%
26,994
+4,200
2875
$738K ﹤0.01%
31,103
+1,933
113 114
115
116 117