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UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
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
6976
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-900
6977
– –
-2,015
6978
– –
-13,257
6979
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-4,985
6980
$0 ﹤0.01%
6
-912
6981
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-13
6982
– –
-2,379
6983
– –
-1,709
6984
$0 ﹤0.01%
3
-3
6985
– –
-28,161
6986
$0 ﹤0.01%
9
-511
6987
– –
-1,064
6988
$0 ﹤0.01%
12
-1,408
6989
– –
0
6990
– –
-651
6991
– –
-209
6992
– –
-1,642
6993
– –
-74
6994
– –
-610
6995
– –
0
6996
– –
-700
6997
– –
-1,550
6998
– –
-2,076
6999
– –
-518
7000
– –
-57
278 279
280
281 282