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
726
$21.3M 0.02%
846,927
+12,493
727
$21.2M 0.02%
1,266,940
+47,900
728
$21.2M 0.02%
545,948
+47,183
729
$21.2M 0.02%
448,479
+20,883
730
$21.2M 0.02%
1,607,294
+253,122
731
$21M 0.02%
1,285,780
-245,960
732
$21M 0.02%
104,636
-15,471
733
$20.8M 0.02%
674,172
-207,054
734
$20.8M 0.02%
701,900
-164,220
735
$20.8M 0.02%
768,955
+72,881
736
$20.7M 0.02%
1,145,778
+489,520
737
$20.7M 0.02%
92,932
-68,225
738
$20.7M 0.02%
920,896
+52,240
739
$20.6M 0.02%
1,268,529
+126,539
740
$20.6M 0.02%
795,610
+110,829
741
$20.6M 0.02%
437,604
+34,650
742
$20.5M 0.02%
3,025,341
-1,130,989
743
$20.5M 0.02%
786,554
-93,953
744
$20.5M 0.02%
266,312
-66,016
745
$20.5M 0.02%
1,333,905
+981,337
746
$20.5M 0.02%
289,637
-41,661
747
$20.4M 0.02%
301,948
-32,000
748
$20.4M 0.02%
150,757
-37,139
749
$20.4M 0.02%
1,297,596
+90,741
750
$20.3M 0.01%
1,279,701
-97,291
28 29
30
31 32