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
526
$35.8M 0.03%
333,119
-40,483
527
$35.7M 0.03%
556,689
+31,138
528
$35.6M 0.03%
1,261,788
+281,230
529
$35.6M 0.03%
381,677
-82,871
530
$35.6M 0.03%
371,154
+183,863
531
$35.5M 0.03%
940,316
+280,945
532
$35.5M 0.03%
743,478
-92,774
533
$35.5M 0.03%
3,384,849
-940,336
534
$35.3M 0.03%
349,419
+60,532
535
$35.3M 0.03%
677,994
-357,057
536
$35.2M 0.03%
552,819
-271,745
537
$35.1M 0.03%
1,465,365
+106,604
538
$35M 0.03%
444,792
-278,294
539
$35M 0.03%
1,479,913
-381,949
540
$34.9M 0.03%
1,927,068
+318,588
541
$34.6M 0.03%
1,260,727
+57,177
542
$34.6M 0.03%
976,656
+134,686
543
$34.6M 0.03%
444,011
+85,586
544
$34.3M 0.03%
1,111,755
-116,305
545
$34.1M 0.03%
1,199,993
-679,577
546
$34.1M 0.03%
243,077
+38,419
547
$33.8M 0.03%
286,872
-41,744
548
$33.8M 0.03%
271,000
+123,000
549
$33.5M 0.03%
908,352
-62,821
550
$33.5M 0.03%
1,101,076
-56,384
20 21
22
23 24