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
276
$91.6M 0.07%
874,145
+59,432
277
$91.4M 0.07%
1,364,903
-170,956
278
$90.8M 0.07%
2,691,690
+1,014,344
279
$89.3M 0.07%
599,406
+7,420
280
$88.5M 0.06%
151,090
+93,582
281
$88.4M 0.06%
1,083,301
+42,309
282
$87.7M 0.06%
1,243,875
-128,164
283
$87.5M 0.06%
1,356,225
+56,791
284
$87.4M 0.06%
2,938,396
+432,980
285
$87.1M 0.06%
900,252
-491,588
286
$86.9M 0.06%
1,736,525
+463,879
287
$86.9M 0.06%
239,836
-7,153
288
$86.6M 0.06%
2,926,822
-302,256
289
$86.4M 0.06%
1,163,369
-121,366
290
$86M 0.06%
713,636
+29,862
291
$85.7M 0.06%
1,909,277
-2,509,978
292
$85.5M 0.06%
3,457,133
+3,792
293
$84.9M 0.06%
643,940
+12,749
294
$84.1M 0.06%
4,125,033
-27,382
295
$83.9M 0.06%
5,885,047
+1,241,211
296
$82.2M 0.06%
2,673,592
-46,626
297
$82.1M 0.06%
539,344
-60,008
298
$81M 0.06%
1,446,150
+18,357
299
$80.8M 0.06%
790,754
-654,665
300
$79.9M 0.06%
451,726
+142,173
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12
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