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
3076
$612K ﹤0.01%
4,202
-737
3077
$612K ﹤0.01%
31,658
+11,549
3078
$611K ﹤0.01%
16,808
+1,018
3079
$611K ﹤0.01%
16,829
+694
3080
$610K ﹤0.01%
36,283
-511
3081
$609K ﹤0.01%
14,809
-9,352
3082
$609K ﹤0.01%
11,847
+2,022
3083
$609K ﹤0.01%
52,584
+5,028
3084
$609K ﹤0.01%
10,968
-83,870
3085
$609K ﹤0.01%
15,818
+1,413
3086
$609K ﹤0.01%
58,596
-3,559
3087
$608K ﹤0.01%
9,171
+3,095
3088
$608K ﹤0.01%
5,801
+2,311
3089
$607K ﹤0.01%
43,797
+33,332
3090
$607K ﹤0.01%
+24,795
3091
$606K ﹤0.01%
9,755
+203
3092
$606K ﹤0.01%
78,899
-165,056
3093
$605K ﹤0.01%
6,621
-3,586
3094
$605K ﹤0.01%
20,188
+2,589
3095
$604K ﹤0.01%
37,963
-31,533
3096
$604K ﹤0.01%
16,264
+1,068
3097
$603K ﹤0.01%
8,063
-1,282
3098
$601K ﹤0.01%
46,185
-2,116
3099
$601K ﹤0.01%
42,822
-45
3100
$599K ﹤0.01%
54,726
-1,000
122 123
124
125 126