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
4851
$37K ﹤0.01%
9,238
+2,538
4852
$37K ﹤0.01%
4,463
4853
$37K ﹤0.01%
3,866
-2,426
4854
$37K ﹤0.01%
2,592
-1,894
4855
$37K ﹤0.01%
4,100
+3,362
4856
$37K ﹤0.01%
1,642
+642
4857
$37K ﹤0.01%
2,159
+1,722
4858
$37K ﹤0.01%
+3,040
4859
$37K ﹤0.01%
2,746
-4,192
4860
$37K ﹤0.01%
500
-625
4861
$37K ﹤0.01%
3,597
-1,401
4862
$37K ﹤0.01%
1,789
+789
4863
$37K ﹤0.01%
+1,870
4864
$37K ﹤0.01%
1,100
+831
4865
$37K ﹤0.01%
3,630
-189,150
4866
$37K ﹤0.01%
+19
4867
$37K ﹤0.01%
22
+13
4868
$37K ﹤0.01%
13,933
4869
$36K ﹤0.01%
1,500
-207,378
4870
$36K ﹤0.01%
2,290
+1,697
4871
$36K ﹤0.01%
+34
4872
$36K ﹤0.01%
1,500
-2,096
4873
$36K ﹤0.01%
8,196
-42,312
4874
– –
0
4875
$36K ﹤0.01%
2,301
+2,231
193 194
195
196 197