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
3451
$336K ﹤0.01%
23,477
+2,660
3452
$335K ﹤0.01%
72,600
-17,980
3453
$335K ﹤0.01%
13,064
+510
3454
$335K ﹤0.01%
16,625
+11,797
3455
$334K ﹤0.01%
5,113
-1,565
3456
$334K ﹤0.01%
19,125
-8,429
3457
$334K ﹤0.01%
23,556
-2,280
3458
$334K ﹤0.01%
13,030
+4,271
3459
$333K ﹤0.01%
1,961
+1,447
3460
$333K ﹤0.01%
11,305
+3,997
3461
$332K ﹤0.01%
32,925
-11,847
3462
$332K ﹤0.01%
7,602
+1,272
3463
$332K ﹤0.01%
35,727
+11,577
3464
$331K ﹤0.01%
9,605
+9,390
3465
$330K ﹤0.01%
63,152
-1,632
3466
$330K ﹤0.01%
11,786
-11,974
3467
$328K ﹤0.01%
14,086
+10,439
3468
$328K ﹤0.01%
10,859
+4,104
3469
$327K ﹤0.01%
34,470
-1,134
3470
$327K ﹤0.01%
7,826
+349
3471
$326K ﹤0.01%
20,427
-28,724
3472
$326K ﹤0.01%
8,145
-570
3473
$326K ﹤0.01%
10,744
-4,707
3474
$326K ﹤0.01%
8,106
+3,216
3475
$325K ﹤0.01%
2,339
-1,508
137 138
139
140 141