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
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,347
New
Increased
Reduced
Closed

Top Buys

1
+$672M
2
+$437M
3
+$287M
4
PX
Praxair Inc
PX
+$282M
5
V icon
Visa
V
+$201M

Top Sells

1
+$438M
2
+$277M
3
+$180M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$178M
5
TE
TECO ENERGY INC
TE
+$176M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6801
– –
-1,453,070
6802
– –
-1,596
6803
– –
-3,400
6804
– –
-2,409
6805
– –
-2,150
6806
$0 ﹤0.01%
100
-2,257
6807
– –
-6,712
6808
– –
-1,821
6809
– –
-4,866
6810
– –
-23,449
6811
– –
-6,368,388
6812
– –
-14,507
6813
– –
-179
6814
– –
-1,102
6815
– –
-210,370
6816
– –
-2,739
6817
– –
-500
6818
– –
-19,507
6819
– –
-22,694
6820
– –
-143
6821
– –
-104
6822
– –
-160
6823
– –
-898
6824
– –
-2,062
6825
– –
-3,765
271 272
273
274 275