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
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,370
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$501M
3
+$318M
4
LMT icon
Lockheed Martin
LMT
+$279M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$256M

Top Sells

1
+$530M
2
+$326M
3
+$261M
4
ITW icon
Illinois Tool Works
ITW
+$260M
5
WYNN icon
Wynn Resorts
WYNN
+$258M

Sector Composition

1 Financials 8.35%
2 Healthcare 8.07%
3 Technology 7.34%
4 Industrials 6.91%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2951
$626K ﹤0.01%
478,208
-21,150
2952
$625K ﹤0.01%
52,289
-91,323
2953
$625K ﹤0.01%
31,436
-78,728
2954
$625K ﹤0.01%
83,285
+40,361
2955
$623K ﹤0.01%
41,383
+13,423
2956
$621K ﹤0.01%
23,077
-157,575
2957
$621K ﹤0.01%
119,530
+914
2958
$621K ﹤0.01%
43,768
-1,223
2959
$620K ﹤0.01%
10,729
+1,264
2960
$619K ﹤0.01%
59,963
+58,366
2961
$619K ﹤0.01%
15,950
-1,946
2962
$619K ﹤0.01%
40,752
+1,805
2963
$618K ﹤0.01%
80,416
-30,387
2964
$617K ﹤0.01%
15,631
-8,072
2965
$615K ﹤0.01%
11,951
-343
2966
$615K ﹤0.01%
13,951
-58,203
2967
$614K ﹤0.01%
29,605
-388
2968
$613K ﹤0.01%
24,107
-24,187
2969
$612K ﹤0.01%
13,186
-6,180
2970
$612K ﹤0.01%
33,380
-348
2971
$606K ﹤0.01%
22,580
+13,150
2972
$606K ﹤0.01%
15,480
+343
2973
$604K ﹤0.01%
16,568
-179,503
2974
$603K ﹤0.01%
18,322
-847
2975
$601K ﹤0.01%
60,065
-291
117 118
119
120 121