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
3001
$702K ﹤0.01%
54,023
+27,789
3002
$702K ﹤0.01%
10,245
-15,339
3003
$700K ﹤0.01%
52,033
+49,043
3004
$699K ﹤0.01%
1,102
-320
3005
$696K ﹤0.01%
59,500
+57,540
3006
$696K ﹤0.01%
20,377
+8,776
3007
$695K ﹤0.01%
94,034
+25,847
3008
$694K ﹤0.01%
54,486
-1,311
3009
$692K ﹤0.01%
25,412
-11,069
3010
$690K ﹤0.01%
23,744
+16,466
3011
$690K ﹤0.01%
25,271
+21,445
3012
$689K ﹤0.01%
85,708
+37,646
3013
$688K ﹤0.01%
122,749
-11,829
3014
$688K ﹤0.01%
67,062
-11,790
3015
$688K ﹤0.01%
25,606
-1,000
3016
$686K ﹤0.01%
17,980
+1,267
3017
$686K ﹤0.01%
33,407
+28,336
3018
$685K ﹤0.01%
18,886
-815
3019
$685K ﹤0.01%
23,529
+1,620
3020
$685K ﹤0.01%
58,434
-11,938
3021
$680K ﹤0.01%
56,678
+16,774
3022
$680K ﹤0.01%
26,797
+15,508
3023
$678K ﹤0.01%
18,587
-1,870
3024
$678K ﹤0.01%
23,912
+6
3025
$677K ﹤0.01%
55,596
-40
119 120
121
122 123