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
6526
$2K ﹤0.01%
143
-206
6527
$2K ﹤0.01%
49
-951
6528
$2K ﹤0.01%
+7
6529
$2K ﹤0.01%
1,000
-7,286
6530
$2K ﹤0.01%
1,200
-1,931
6531
$2K ﹤0.01%
+131
6532
$2K ﹤0.01%
2,210
-1,444
6533
$2K ﹤0.01%
+284
6534
$2K ﹤0.01%
713
+84
6535
$2K ﹤0.01%
563
+63
6536
$2K ﹤0.01%
1,207
+810
6537
$2K ﹤0.01%
3,565
+1,248
6538
$2K ﹤0.01%
+64
6539
$2K ﹤0.01%
+1,725
6540
$2K ﹤0.01%
2,170
-5,315
6541
– –
0
6542
$2K ﹤0.01%
+604
6543
$2K ﹤0.01%
7,485
+1,734
6544
$2K ﹤0.01%
3,495
-65
6545
$2K ﹤0.01%
3,248
+1,633
6546
$2K ﹤0.01%
5,401
+70
6547
$2K ﹤0.01%
+1,086
6548
$2K ﹤0.01%
100
-1,058
6549
$2K ﹤0.01%
25
-226
6550
$2K ﹤0.01%
2,389
-4,450
260 261
262
263 264