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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4026
$157K ﹤0.01%
11,844
+557
4027
$157K ﹤0.01%
4,629
-774
4028
$156K ﹤0.01%
+5,589
4029
$156K ﹤0.01%
31
-16
4030
$156K ﹤0.01%
+16
4031
$156K ﹤0.01%
12,072
-797
4032
$155K ﹤0.01%
2,991
+1,676
4033
$155K ﹤0.01%
10,745
4034
$155K ﹤0.01%
26,100
+9,300
4035
$154K ﹤0.01%
21,609
-98,114
4036
$154K ﹤0.01%
45,102
-21,528
4037
$154K ﹤0.01%
+6,304
4038
$154K ﹤0.01%
2,570
+1,207
4039
$154K ﹤0.01%
4,256
+2,144
4040
$153K ﹤0.01%
16,866
+6,674
4041
$153K ﹤0.01%
7,615
-52,353
4042
$153K ﹤0.01%
6,400
-18,849
4043
$152K ﹤0.01%
175
+151
4044
$152K ﹤0.01%
11,946
+2,489
4045
$152K ﹤0.01%
54,228
+35,253
4046
$151K ﹤0.01%
13,448
+1,473
4047
$151K ﹤0.01%
3,587
+3,179
4048
$151K ﹤0.01%
31,123
-1,922
4049
$151K ﹤0.01%
10,439
+1,823
4050
$150K ﹤0.01%
5,590
+4,570
160 161
162
163 164