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
5801
$10K ﹤0.01%
1,200
-3,374
5802
$10K ﹤0.01%
1,767
+432
5803
$10K ﹤0.01%
5,118
+3,315
5804
$10K ﹤0.01%
1,198
+656
5805
$10K ﹤0.01%
+457
5806
$10K ﹤0.01%
1,300
-400
5807
$10K ﹤0.01%
+1,100
5808
$10K ﹤0.01%
1,685
+1,285
5809
– –
0
5810
$10K ﹤0.01%
+91
5811
$10K ﹤0.01%
1,196
-4,261
5812
$10K ﹤0.01%
+894
5813
$10K ﹤0.01%
1,000
-20,589
5814
$10K ﹤0.01%
69
-249
5815
$10K ﹤0.01%
4,108
+1,504
5816
$10K ﹤0.01%
2,000
-2,846
5817
$10K ﹤0.01%
2,693
+2,627
5818
$10K ﹤0.01%
1,536
-1,166
5819
$10K ﹤0.01%
583
+347
5820
$10K ﹤0.01%
1,818
+1,742
5821
$10K ﹤0.01%
4,820
+722
5822
$10K ﹤0.01%
652
-400
5823
$10K ﹤0.01%
400
+303
5824
$10K ﹤0.01%
1,010
-1,413
5825
$10K ﹤0.01%
830
-1,546
231 232
233
234 235