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
2901
$846K ﹤0.01%
41,832
-26,653
2902
$844K ﹤0.01%
27,104
-84
2903
$843K ﹤0.01%
55,139
-2,256
2904
$840K ﹤0.01%
38,656
-427,922
2905
$840K ﹤0.01%
22,663
+1,066
2906
$837K ﹤0.01%
50,455
+23,154
2907
$837K ﹤0.01%
13,320
+11,996
2908
$837K ﹤0.01%
66,894
+23,097
2909
$836K ﹤0.01%
258,903
-127,583
2910
$836K ﹤0.01%
52,548
+1,102
2911
$836K ﹤0.01%
78,894
+75,264
2912
$834K ﹤0.01%
61,226
+19,741
2913
$831K ﹤0.01%
16,246
-22,266
2914
$829K ﹤0.01%
10,393
+761
2915
$829K ﹤0.01%
31,010
-9,601
2916
$828K ﹤0.01%
+61,671
2917
$827K ﹤0.01%
30,506
-2,072
2918
$826K ﹤0.01%
31,770
+4,973
2919
$826K ﹤0.01%
31,532
+7,085
2920
$826K ﹤0.01%
45,462
-39,190
2921
$826K ﹤0.01%
42,033
+151
2922
$825K ﹤0.01%
64,696
-61,064
2923
$825K ﹤0.01%
54,996
+9,365
2924
$823K ﹤0.01%
15,808
-3,320
2925
$819K ﹤0.01%
353,026
+110,722
115 116
117
118 119