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
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,370
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$501M
3
+$318M
4
LMT icon
Lockheed Martin
LMT
+$279M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$256M

Top Sells

1
+$530M
2
+$326M
3
+$261M
4
ITW icon
Illinois Tool Works
ITW
+$260M
5
WYNN icon
Wynn Resorts
WYNN
+$258M

Sector Composition

1 Financials 8.35%
2 Healthcare 8.07%
3 Technology 7.34%
4 Industrials 6.91%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3451
$314K ﹤0.01%
30,986
-1,070
3452
$313K ﹤0.01%
17,465
-1,143
3453
$313K ﹤0.01%
3,030
-22,355
3454
$313K ﹤0.01%
20,115
-24,828
3455
$313K ﹤0.01%
10,360
+5,171
3456
$312K ﹤0.01%
18,711
-7,041
3457
$311K ﹤0.01%
33,765
+6,595
3458
$311K ﹤0.01%
5,356
-24,816
3459
$310K ﹤0.01%
10,896
-4,955
3460
$310K ﹤0.01%
14,275
-1,328
3461
$310K ﹤0.01%
20,383
+3,911
3462
$309K ﹤0.01%
7,063
-233
3463
$309K ﹤0.01%
5,131
-14,098
3464
$307K ﹤0.01%
5,788
-501
3465
$307K ﹤0.01%
8,600
-5,100
3466
$306K ﹤0.01%
15,830
-4,416
3467
$306K ﹤0.01%
2,137
-6,676
3468
$306K ﹤0.01%
13,207
-591
3469
$305K ﹤0.01%
11,041
-10,994
3470
$305K ﹤0.01%
31,464
+1,858
3471
$305K ﹤0.01%
34,500
+30,612
3472
$305K ﹤0.01%
6,959
+2
3473
$304K ﹤0.01%
14,076
+12,269
3474
$304K ﹤0.01%
5,969
+4,969
3475
$303K ﹤0.01%
21,146
+13,947
137 138
139
140 141