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
3426
$349K ﹤0.01%
13,520
-6,107
3427
$349K ﹤0.01%
7,146
-817
3428
$349K ﹤0.01%
26,046
+5,228
3429
$348K ﹤0.01%
15,648
+1,321
3430
$347K ﹤0.01%
7,350
+2,292
3431
$346K ﹤0.01%
22,029
-6,109
3432
$345K ﹤0.01%
13,793
-4,030
3433
$343K ﹤0.01%
35,400
+1,600
3434
$343K ﹤0.01%
11,529
-2,622
3435
$342K ﹤0.01%
11,703
-23,443
3436
$341K ﹤0.01%
10,845
-978
3437
$340K ﹤0.01%
16,213
+14,288
3438
$339K ﹤0.01%
5,712
+3,250
3439
$339K ﹤0.01%
10,038
+3,217
3440
$339K ﹤0.01%
19,450
+16,942
3441
$339K ﹤0.01%
14,206
-16,759
3442
$338K ﹤0.01%
3,065
-805
3443
$338K ﹤0.01%
8,085
-1,622
3444
$338K ﹤0.01%
19,495
-704
3445
$338K ﹤0.01%
8,405
+1,558
3446
$337K ﹤0.01%
11,370
-4,907
3447
$336K ﹤0.01%
70,067
+2,828
3448
$336K ﹤0.01%
6,533
-3,635
3449
$336K ﹤0.01%
3,739
+2,005
3450
$336K ﹤0.01%
49,442
+12,648
136 137
138
139 140