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
551
$33.4M 0.03%
685,921
+126,260
552
$33.3M 0.03%
532,470
+88,853
553
$33.3M 0.03%
142,801
-81,449
554
$33.2M 0.03%
2,026,612
+566,494
555
$33.2M 0.03%
704,624
+100,104
556
$33.2M 0.03%
1,469,578
-564,875
557
$33.1M 0.03%
243,959
-43,996
558
$33.1M 0.03%
519,773
-479,449
559
$33M 0.03%
299,676
+3,857
560
$33M 0.03%
839,272
+54,301
561
$32.8M 0.03%
3,664,215
+176,646
562
$32.7M 0.03%
1,915,518
+370,241
563
$32.6M 0.03%
197,057
+14,069
564
$32.5M 0.03%
405,257
-109,272
565
$32.5M 0.03%
683,868
-24,911
566
$32.5M 0.03%
569,810
+118,069
567
$32.3M 0.03%
1,097,908
-1,275,154
568
$32.3M 0.03%
407,683
+64,373
569
$32.3M 0.03%
343,133
+100,349
570
$32.3M 0.03%
1,003,575
+941,568
571
$32.3M 0.03%
1,296,298
+23,227
572
$32.1M 0.03%
316,402
+6,582
573
$32.1M 0.03%
1,024,979
+651,081
574
$32M 0.03%
992,478
+115,608
575
$31.8M 0.03%
500,155
+37,299
21 22
23
24 25