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
6501
$2K ﹤0.01%
65
6502
$2K ﹤0.01%
387
-480
6503
$2K ﹤0.01%
985
-2,170
6504
$2K ﹤0.01%
+254
6505
$2K ﹤0.01%
2
-2
6506
$2K ﹤0.01%
80
-970
6507
$2K ﹤0.01%
95
+60
6508
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1
6509
$2K ﹤0.01%
692
-2,601
6510
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200
6511
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5,000
6512
$2K ﹤0.01%
64
-510
6513
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50
-155
6514
$2K ﹤0.01%
64
-557
6515
$2K ﹤0.01%
2
-15
6516
$2K ﹤0.01%
+433
6517
$2K ﹤0.01%
100
-1,273
6518
$2K ﹤0.01%
67
-519
6519
$2K ﹤0.01%
1,265
-1,510
6520
$2K ﹤0.01%
230
-1,271
6521
$2K ﹤0.01%
+2,944
6522
$2K ﹤0.01%
703
-3,232
6523
$2K ﹤0.01%
+498
6524
$2K ﹤0.01%
961
-2,115
6525
$2K ﹤0.01%
404
+130
259 260
261
262 263