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
3751
$210K ﹤0.01%
14,097
-25,526
3752
$210K ﹤0.01%
5,373
-9,600
3753
$210K ﹤0.01%
10,595
+9,817
3754
$210K ﹤0.01%
5,883
+600
3755
$209K ﹤0.01%
9,416
+5,372
3756
$208K ﹤0.01%
12,180
+6,400
3757
$208K ﹤0.01%
2,135
-1,140
3758
$207K ﹤0.01%
27,937
-1,467
3759
$207K ﹤0.01%
+1,865
3760
$207K ﹤0.01%
49,044
-4,137
3761
$205K ﹤0.01%
10,648
-40,041
3762
$205K ﹤0.01%
11,585
-48
3763
$205K ﹤0.01%
26,627
-1,690
3764
$204K ﹤0.01%
23,424
+18,304
3765
$204K ﹤0.01%
14,581
-975
3766
$203K ﹤0.01%
2,067
+1,384
3767
$203K ﹤0.01%
11,224
+2,000
3768
$203K ﹤0.01%
21,743
-20,285
3769
$202K ﹤0.01%
11,887
-18,707
3770
$202K ﹤0.01%
1,845
-1,571
3771
$202K ﹤0.01%
1,698
-949
3772
$202K ﹤0.01%
9,665
-1,837
3773
$201K ﹤0.01%
+1
3774
$201K ﹤0.01%
10,851
-27,734
3775
$201K ﹤0.01%
11,713
-12,961
149 150
151
152 153