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
3326
$457K ﹤0.01%
19,605
+7,964
3327
$457K ﹤0.01%
9,525
+6,411
3328
$457K ﹤0.01%
40,012
-158,333
3329
$455K ﹤0.01%
21,810
+5,142
3330
$454K ﹤0.01%
9,528
+2,074
3331
$454K ﹤0.01%
8,886
+585
3332
$452K ﹤0.01%
8,231
+5,842
3333
$451K ﹤0.01%
17,536
+2,900
3334
$450K ﹤0.01%
16,018
-8,693
3335
$449K ﹤0.01%
12,924
+888
3336
$449K ﹤0.01%
15,274
-33,659
3337
$449K ﹤0.01%
36,005
+13,664
3338
$448K ﹤0.01%
22,760
+2,000
3339
$447K ﹤0.01%
8,320
+4,309
3340
$446K ﹤0.01%
38,341
-17,255
3341
$446K ﹤0.01%
24,394
-2,255
3342
$445K ﹤0.01%
14,565
+2,366
3343
$444K ﹤0.01%
11,182
-983
3344
$444K ﹤0.01%
31,059
+26,900
3345
$443K ﹤0.01%
61,371
+1,747
3346
$443K ﹤0.01%
22,718
+3,289
3347
$442K ﹤0.01%
26,961
-29,362
3348
$441K ﹤0.01%
2,863
-11,283
3349
$439K ﹤0.01%
6,464
-1,599
3350
$438K ﹤0.01%
11,909
-4,301
132 133
134
135 136