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
401
$48.2M 0.04%
726,243
+64,938
402
$47.8M 0.04%
999,605
-88,390
403
$47.7M 0.04%
3,153,567
-6,855,743
404
$47.4M 0.04%
1,400,349
+115,322
405
$47.1M 0.04%
574,673
-81,673
406
$47M 0.04%
3,614,896
+3,214,076
407
$46.8M 0.04%
725,679
+5,855
408
$46.5M 0.04%
604,455
-27,301
409
$46.5M 0.04%
3,981,030
+3,793,936
410
$46.4M 0.04%
416,241
-8,343
411
$46.3M 0.04%
411,829
-695,137
412
$46.1M 0.04%
1,012,918
+14,330
413
$45.9M 0.04%
916,564
+208,987
414
$45.8M 0.04%
2,834,820
-22,347
415
$45.7M 0.04%
173,780
+150,918
416
$45.6M 0.04%
2,445,631
-1,481,116
417
$45.5M 0.04%
842,714
-170,338
418
$45.5M 0.04%
583,749
-63,110
419
$45.1M 0.04%
1,238,162
-427,384
420
$45.1M 0.04%
1,115,939
+256,632
421
$45M 0.04%
1,991,103
-633,738
422
$44.5M 0.04%
1,552,136
-268,762
423
$44.1M 0.04%
401,362
-156,661
424
$44M 0.04%
1,913,155
+439,256
425
$44M 0.04%
418,316
-227,193
15 16
17
18 19