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
751
$21M 0.02%
380,705
+38,265
752
$21M 0.02%
1,022,703
+176,334
753
$20.9M 0.02%
503,395
+117,112
754
$20.9M 0.02%
2,253,953
+36,682
755
$20.9M 0.02%
165,054
+19,209
756
$20.8M 0.02%
3,498,670
-176,750
757
$20.7M 0.02%
265,069
+137,235
758
$20.7M 0.02%
1,300,332
+191,136
759
$20.7M 0.02%
681,558
+142,446
760
$20.7M 0.02%
871,758
-14,556
761
$20.7M 0.02%
3,436,512
+1,002,477
762
$20.6M 0.02%
+738,317
763
$20.5M 0.02%
692,816
+106,813
764
$20.4M 0.02%
774,042
+12,172
765
$20.4M 0.02%
116,934
+31,362
766
$20.4M 0.02%
635,112
-132,769
767
$20.3M 0.02%
405,613
-243,024
768
$20.3M 0.02%
457,876
+62,247
769
$20.2M 0.02%
373,406
-225,379
770
$20.2M 0.02%
374,878
-90,945
771
$20.1M 0.02%
520,073
-2,133
772
$20.1M 0.02%
158,188
+36,532
773
$20.1M 0.02%
883,690
-698,708
774
$20M 0.02%
793,190
-74,079
775
$20M 0.02%
129,027
-50,309
29 30
31
32 33