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
6476
– –
0
6477
$2K ﹤0.01%
80
-2
6478
– –
0
6479
$2K ﹤0.01%
28
+25
6480
$2K ﹤0.01%
5,512
+4,050
6481
$2K ﹤0.01%
315
-2,660
6482
$2K ﹤0.01%
100
6483
$2K ﹤0.01%
505
6484
$2K ﹤0.01%
1,678
+174
6485
$2K ﹤0.01%
1,329
+204
6486
$2K ﹤0.01%
1,603
-2,835
6487
$2K ﹤0.01%
4,999
-1,705
6488
$2K ﹤0.01%
340
-705
6489
$2K ﹤0.01%
191
+185
6490
$2K ﹤0.01%
+21
6491
$2K ﹤0.01%
98
-1,387
6492
$2K ﹤0.01%
5,932
6493
$2K ﹤0.01%
758
+458
6494
$2K ﹤0.01%
+1,272
6495
$2K ﹤0.01%
252
-1,927
6496
$2K ﹤0.01%
77
6497
$2K ﹤0.01%
74
-404
6498
$2K ﹤0.01%
610
-4,624
6499
$2K ﹤0.01%
1,387
-1,070
6500
$2K ﹤0.01%
1,049
+807
258 259
260
261 262