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
3126
$604K ﹤0.01%
132,324
-51,220
3127
$604K ﹤0.01%
45,758
+21,095
3128
$602K ﹤0.01%
8,589
+2,106
3129
$602K ﹤0.01%
4,901
-485
3130
$602K ﹤0.01%
34,317
+32,061
3131
$600K ﹤0.01%
24,047
+248
3132
$600K ﹤0.01%
88,799
-6,282
3133
$598K ﹤0.01%
37,518
+24,820
3134
$598K ﹤0.01%
24,151
+1,342
3135
$597K ﹤0.01%
17,606
+14,991
3136
$596K ﹤0.01%
59,143
+2,465
3137
$596K ﹤0.01%
30,672
+23,818
3138
$595K ﹤0.01%
20,306
+1,886
3139
$593K ﹤0.01%
27,880
+1,600
3140
$592K ﹤0.01%
17,082
+818
3141
$592K ﹤0.01%
21,083
+4,605
3142
$592K ﹤0.01%
17,456
+826
3143
$590K ﹤0.01%
38,405
+5,384
3144
$587K ﹤0.01%
14,546
+2,364
3145
$581K ﹤0.01%
17,642
+1,140
3146
$581K ﹤0.01%
29,705
+28,106
3147
$579K ﹤0.01%
2,918
+847
3148
$579K ﹤0.01%
23,476
-3,200
3149
$578K ﹤0.01%
44,671
+1,849
3150
$577K ﹤0.01%
89,896
+14,746
124 125
126
127 128