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
3176
$562K ﹤0.01%
16,934
-8,078
3177
$561K ﹤0.01%
48,210
+32,828
3178
$561K ﹤0.01%
10,553
-393
3179
$560K ﹤0.01%
50,463
-35,729
3180
$559K ﹤0.01%
31,833
+30,233
3181
$558K ﹤0.01%
34,095
+30,920
3182
$557K ﹤0.01%
21,424
+1,236
3183
$557K ﹤0.01%
10,638
+200
3184
$557K ﹤0.01%
16,973
-68
3185
$557K ﹤0.01%
350,040
+345,700
3186
$556K ﹤0.01%
1,350
-2,655
3187
$555K ﹤0.01%
20,321
+1,821
3188
$554K ﹤0.01%
1,391
+235
3189
$554K ﹤0.01%
18,928
+811
3190
$553K ﹤0.01%
9,750
-41,771
3191
$552K ﹤0.01%
155,138
-24,300
3192
$551K ﹤0.01%
28,819
-9,144
3193
$549K ﹤0.01%
16,813
+15,313
3194
$548K ﹤0.01%
36,674
+34,769
3195
$547K ﹤0.01%
9,322
+1,166
3196
$546K ﹤0.01%
15,466
-3,384
3197
$544K ﹤0.01%
21,177
+1,000
3198
$544K ﹤0.01%
14,144
-52,584
3199
$544K ﹤0.01%
8,275
+896
3200
$543K ﹤0.01%
70,754
-238
126 127
128
129 130