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
726
$21.9M 0.02%
486,751
-205,063
727
$21.9M 0.02%
3,157,735
+181,760
728
$21.9M 0.02%
102,073
-30,336
729
$21.7M 0.02%
539,354
-1,479,393
730
$21.7M 0.02%
90,098
+3,552
731
$21.7M 0.02%
517,118
-15,535
732
$21.6M 0.02%
403,684
+111,854
733
$21.6M 0.02%
394,581
+17,262
734
$21.4M 0.02%
229,678
+50,478
735
$21.4M 0.02%
781,048
+277,384
736
$21.3M 0.02%
123,516
-42,042
737
$21.3M 0.02%
164,465
-24,927
738
$21.3M 0.02%
528,914
+151,260
739
$21.3M 0.02%
404,680
+85,668
740
$21.3M 0.02%
44,091
+6,677
741
$21.2M 0.02%
211,374
-24,280
742
$21.2M 0.02%
1,759,901
+1,206,784
743
$21.2M 0.02%
444,140
+13,717
744
$21.2M 0.02%
596,335
-59,509
745
$21.1M 0.02%
939,465
+50,323
746
$21.1M 0.02%
184,907
+81,392
747
$21.1M 0.02%
190,375
-89,284
748
$21.1M 0.02%
386,614
-15,942
749
$21.1M 0.02%
427,513
+47,600
750
$21.1M 0.02%
396,808
-44,383
28 29
30
31 32