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
+$5.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,268
New
Increased
Reduced
Closed

Top Buys

1
+$674M
2
+$629M
3
+$454M
4
ROK icon
Rockwell Automation
ROK
+$420M
5
WPZ
Williams Partners L.P.
WPZ
+$369M

Top Sells

1
+$294M
2
+$278M
3
+$275M
4
UPS icon
United Parcel Service
UPS
+$237M
5
AGN
Allergan Inc
AGN
+$210M

Sector Composition

1 Financials 10.28%
2 Energy 8.77%
3 Healthcare 8.27%
4 Technology 7.69%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463M 0.37%
4,755,011
+45,631
52
$460M 0.37%
11,584,797
+1,706,505
53
$459M 0.37%
6,337,431
+2,617,052
54
$451M 0.36%
3,123,507
+146,951
55
$451M 0.36%
18,276,308
-1,104,667
56
$447M 0.36%
8,022,472
+2,630,669
57
$444M 0.36%
5,483,481
+478,241
58
$442M 0.36%
3,813,097
+3,737,217
59
$438M 0.35%
10,417,016
-2,322,786
60
$438M 0.35%
6,010,497
+1,085,639
61
$432M 0.35%
4,184,345
+229,657
62
$431M 0.35%
9,096,114
+443,590
63
$423M 0.34%
4,423,126
-87,809
64
$420M 0.34%
5,032,685
+4,668,918
65
$415M 0.34%
14,703,994
-176,510
66
$399M 0.32%
10,277,682
+3,854,864
67
$387M 0.31%
5,857,793
-2,315,758
68
$386M 0.31%
6,594,892
+1,625,064
69
$385M 0.31%
14,799,988
+346,060
70
$382M 0.31%
3,429,742
+808,764
71
$382M 0.31%
3,310,990
-402,734
72
$375M 0.3%
6,718,686
-306,780
73
$373M 0.3%
11,783,118
+1,276,196
74
$369M 0.3%
4,409,615
+585,753
75
$369M 0.3%
2,672,164
+92,373
1 2
3
4 5