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
5101
$27K ﹤0.01%
2,154
-82
5102
$27K ﹤0.01%
+2,014
5103
$27K ﹤0.01%
3,261
+538
5104
$27K ﹤0.01%
15,000
-87,300
5105
$27K ﹤0.01%
1,580
-1,192
5106
$27K ﹤0.01%
2,920
-5,397
5107
$27K ﹤0.01%
851
-616
5108
$27K ﹤0.01%
3,127
+123
5109
$27K ﹤0.01%
3,424
-100
5110
$27K ﹤0.01%
673
-1,348
5111
$27K ﹤0.01%
46,320
+25,391
5112
$27K ﹤0.01%
1,551
+264
5113
$27K ﹤0.01%
1,070
-528
5114
$27K ﹤0.01%
500
-999
5115
$27K ﹤0.01%
1,290
-971
5116
$27K ﹤0.01%
7,782
+2,571
5117
$27K ﹤0.01%
+837
5118
$27K ﹤0.01%
2,489
-1,096
5119
$27K ﹤0.01%
2,359
+552
5120
$27K ﹤0.01%
1,459
+1,006
5121
$27K ﹤0.01%
2,671
-364
5122
$27K ﹤0.01%
3,809
+2,580
5123
$27K ﹤0.01%
4,239
+1,740
5124
$27K ﹤0.01%
1,354
-1,431
5125
$27K ﹤0.01%
1,578
-59
203 204
205
206 207