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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3101
$627K ﹤0.01%
22,351
-23,413
3102
$626K ﹤0.01%
51,864
+12,933
3103
$625K ﹤0.01%
5,626
-673
3104
$625K ﹤0.01%
419,636
-88,501
3105
$624K ﹤0.01%
9,331
+160
3106
$624K ﹤0.01%
33,626
+33,564
3107
$623K ﹤0.01%
12,425
+3,992
3108
$621K ﹤0.01%
52,296
-288
3109
$621K ﹤0.01%
24,884
+9,830
3110
$617K ﹤0.01%
17,548
+1,453
3111
$615K ﹤0.01%
30,314
-449,906
3112
$615K ﹤0.01%
38,312
+2,951
3113
$614K ﹤0.01%
24,927
+1,025
3114
$614K ﹤0.01%
22,679
-2,733
3115
$614K ﹤0.01%
19,601
+1,281
3116
$613K ﹤0.01%
23,814
+4,864
3117
$613K ﹤0.01%
56,148
-10,253
3118
$610K ﹤0.01%
17,880
+12,105
3119
$610K ﹤0.01%
46,028
-1,927
3120
$610K ﹤0.01%
73,725
-1,002
3121
$609K ﹤0.01%
9,785
+114
3122
$608K ﹤0.01%
8,050
+758
3123
$607K ﹤0.01%
59,730
+57,530
3124
$606K ﹤0.01%
10,193
-24,592
3125
$604K ﹤0.01%
7,410
+114
123 124
125
126 127