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
2876
$857K ﹤0.01%
39,485
-12,877
2877
$855K ﹤0.01%
36,432
+26,506
2878
$851K ﹤0.01%
86,975
+21,726
2879
$851K ﹤0.01%
12,676
-89
2880
$849K ﹤0.01%
23,072
+21,888
2881
$849K ﹤0.01%
3,948
-552
2882
$844K ﹤0.01%
17,443
+2,843
2883
$842K ﹤0.01%
20,214
+1,463
2884
$842K ﹤0.01%
7,153
-1,466
2885
$838K ﹤0.01%
9,268
-13,547
2886
$835K ﹤0.01%
32,902
+18,436
2887
$834K ﹤0.01%
19,394
+819
2888
$834K ﹤0.01%
66,401
+60,419
2889
$833K ﹤0.01%
21,654
+9,846
2890
$833K ﹤0.01%
16,972
+11,035
2891
$833K ﹤0.01%
6,887
+1,052
2892
$833K ﹤0.01%
59,047
-37,294
2893
$832K ﹤0.01%
23,515
-2,585
2894
$830K ﹤0.01%
58,821
+43,505
2895
$829K ﹤0.01%
30,530
-17,326
2896
$828K ﹤0.01%
39,059
+5,000
2897
$827K ﹤0.01%
31,235
+8,600
2898
$827K ﹤0.01%
42,795
-74,997
2899
$824K ﹤0.01%
330,277
-325,590
2900
$824K ﹤0.01%
181,836
+13,399
114 115
116
117 118