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
3101
$598K ﹤0.01%
33,917
-5,503
3102
$598K ﹤0.01%
60,092
+7,780
3103
$598K ﹤0.01%
45,940
-10,415
3104
$597K ﹤0.01%
6,233
-1,831
3105
$597K ﹤0.01%
29,146
+27,525
3106
$596K ﹤0.01%
50,247
-20,580
3107
$595K ﹤0.01%
22,910
+1,862
3108
$595K ﹤0.01%
23,799
-3,746
3109
$594K ﹤0.01%
6,299
-142,165
3110
$594K ﹤0.01%
47,886
-3,132
3111
$591K ﹤0.01%
10,668
-617
3112
$590K ﹤0.01%
7,296
+1,453
3113
$589K ﹤0.01%
20,760
-2,464
3114
$588K ﹤0.01%
67,774
-12,984
3115
$588K ﹤0.01%
147,218
-6,386
3116
$587K ﹤0.01%
29,679
+2,190
3117
$587K ﹤0.01%
10,799
-18,680
3118
$586K ﹤0.01%
41,485
+2,990
3119
$584K ﹤0.01%
31,028
-4,749
3120
$583K ﹤0.01%
17,407
-20,675
3121
$582K ﹤0.01%
33,021
+12,275
3122
$581K ﹤0.01%
19,831
+8,071
3123
$580K ﹤0.01%
36,916
-4,614
3124
$579K ﹤0.01%
32,682
-130,082
3125
$577K ﹤0.01%
15,487
+13,169
123 124
125
126 127