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
$124B
AUM Growth
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,370
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$501M
3
+$318M
4
LMT icon
Lockheed Martin
LMT
+$279M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$256M

Top Sells

1
+$530M
2
+$326M
3
+$261M
4
ITW icon
Illinois Tool Works
ITW
+$260M
5
WYNN icon
Wynn Resorts
WYNN
+$258M

Sector Composition

1 Financials 8.35%
2 Healthcare 8.07%
3 Technology 7.34%
4 Industrials 6.91%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7001
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-1,213
7002
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7003
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7004
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7005
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7007
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$0 ﹤0.01%
68
+17
7009
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7010
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7011
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7012
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7013
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-748
7014
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7015
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-8,744
7016
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7017
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7018
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-786
7019
$0 ﹤0.01%
6
-1,136
7020
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7021
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-4,569
7022
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-15,150
7023
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-30
7024
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-5,309
7025
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-77
279 280
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282 283