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
3051
$639K ﹤0.01%
9,671
-1,061
3052
$637K ﹤0.01%
152,076
+89,092
3053
$637K ﹤0.01%
29,713
-1,380
3054
$637K ﹤0.01%
10,946
-1,759
3055
$636K ﹤0.01%
16,139
+2,420
3056
$635K ﹤0.01%
44,902
-6,176
3057
$631K ﹤0.01%
69,884
-690
3058
$631K ﹤0.01%
74,727
+29,413
3059
$630K ﹤0.01%
9,439
-1,853
3060
$629K ﹤0.01%
18,950
+180
3061
$628K ﹤0.01%
16,570
+2,551
3062
$626K ﹤0.01%
6,566
-2,713
3063
$626K ﹤0.01%
42,434
-1,268
3064
$625K ﹤0.01%
359,492
+165,547
3065
$623K ﹤0.01%
24,711
+11,366
3066
$622K ﹤0.01%
139,552
-36,896
3067
$621K ﹤0.01%
11,839
-1,994
3068
$621K ﹤0.01%
38,432
+169
3069
$619K ﹤0.01%
38,209
+22,722
3070
$618K ﹤0.01%
17,522
-10,221
3071
$617K ﹤0.01%
20,200
-30,484
3072
$617K ﹤0.01%
86,959
+11,951
3073
$614K ﹤0.01%
34,152
-10,022
3074
$613K ﹤0.01%
29,504
+2,841
3075
$612K ﹤0.01%
51,648
-36,305
121 122
123
124 125