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
5226
$28K ﹤0.01%
4,795
+2,692
5227
$28K ﹤0.01%
2,069
+1,699
5228
$28K ﹤0.01%
1,452
+3
5229
$27K ﹤0.01%
1,957
+57
5230
$27K ﹤0.01%
824
+298
5231
$27K ﹤0.01%
498
-4,941
5232
$27K ﹤0.01%
1,749
-2,087
5233
$27K ﹤0.01%
4,532
+1,896
5234
$27K ﹤0.01%
1,611
+311
5235
$27K ﹤0.01%
1,092
-185
5236
$27K ﹤0.01%
9,895
+975
5237
$27K ﹤0.01%
1,254
-1,530
5238
$27K ﹤0.01%
1,110
+210
5239
$27K ﹤0.01%
1,000
5240
$27K ﹤0.01%
1,189
+83
5241
$27K ﹤0.01%
3,733
+1,229
5242
$27K ﹤0.01%
8,422
+422
5243
$27K ﹤0.01%
1,065
+547
5244
$27K ﹤0.01%
1,615
-1,141
5245
$27K ﹤0.01%
3,176
-20,248
5246
$27K ﹤0.01%
1,632
-31
5247
$27K ﹤0.01%
2,643
+1,843
5248
$27K ﹤0.01%
10,374
+7,674
5249
$27K ﹤0.01%
6,306
+5,751
5250
$27K ﹤0.01%
3,125
+172
208 209
210
211 212