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
2951
$788K ﹤0.01%
18,521
+162
2952
$784K ﹤0.01%
5,932
+2,677
2953
$782K ﹤0.01%
78,937
+4,832
2954
$777K ﹤0.01%
22,699
-531
2955
$777K ﹤0.01%
259,034
-1,196,020
2956
$776K ﹤0.01%
728
+658
2957
$774K ﹤0.01%
60,346
+8,698
2958
$774K ﹤0.01%
4,506
+1,415
2959
$772K ﹤0.01%
79,875
-7,100
2960
$772K ﹤0.01%
50,949
+687
2961
$771K ﹤0.01%
5,682
-1,205
2962
$771K ﹤0.01%
348,999
+54,286
2963
$768K ﹤0.01%
14,123
+264
2964
$766K ﹤0.01%
16,035
+4,322
2965
$766K ﹤0.01%
16,507
+165
2966
$765K ﹤0.01%
17,884
-1,510
2967
$765K ﹤0.01%
31,239
+2,682
2968
$765K ﹤0.01%
41,254
+5,571
2969
$765K ﹤0.01%
30,994
+28,560
2970
$765K ﹤0.01%
90,375
-92,101
2971
$763K ﹤0.01%
2,075
+166
2972
$762K ﹤0.01%
147,830
-312,750
2973
$762K ﹤0.01%
18,435
+865
2974
$759K ﹤0.01%
24,147
+3,825
2975
$758K ﹤0.01%
44,452
+13,424
117 118
119
120 121