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
4001
$137K ﹤0.01%
9,093
+891
4002
$137K ﹤0.01%
11,200
-2,820
4003
$137K ﹤0.01%
1,769
+100
4004
$137K ﹤0.01%
2,433
+1,370
4005
$137K ﹤0.01%
2,703
-1,238
4006
$136K ﹤0.01%
5,606
+4,562
4007
$135K ﹤0.01%
1,002
+493
4008
$135K ﹤0.01%
4,118
+2,288
4009
$135K ﹤0.01%
11,923
+6,757
4010
$135K ﹤0.01%
8,050
+2,328
4011
$134K ﹤0.01%
6,140
-3,925
4012
$134K ﹤0.01%
32,133
+3,649
4013
$134K ﹤0.01%
196
-29
4014
$134K ﹤0.01%
9,905
+4
4015
$134K ﹤0.01%
7,659
+3,659
4016
$133K ﹤0.01%
6,817
-2,921
4017
$133K ﹤0.01%
5,628
-1,267
4018
$133K ﹤0.01%
6,915
-1,510
4019
$132K ﹤0.01%
11,876
+395
4020
$132K ﹤0.01%
2,622
-1,816
4021
$132K ﹤0.01%
11,478
-6,669
4022
$132K ﹤0.01%
1,090
-1,075
4023
$132K ﹤0.01%
5,693
-1,188
4024
$132K ﹤0.01%
8,300
-697
4025
$132K ﹤0.01%
25,922
+13,841
159 160
161
162 163