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
801
$19.1M 0.02%
537,578
+66,139
802
$19M 0.02%
243,254
+1,693
803
$19M 0.02%
1,515,365
-78,072
804
$19M 0.02%
567,651
-4,726,077
805
$19M 0.02%
2,012,441
+466,036
806
$18.9M 0.02%
710,414
+42,902
807
$18.8M 0.02%
2,651,924
+354,305
808
$18.8M 0.02%
821,649
+123,689
809
$18.7M 0.02%
417,430
-287,250
810
$18.7M 0.02%
326,339
+53,930
811
$18.6M 0.02%
719,334
-497,260
812
$18.6M 0.02%
816,248
-65,979
813
$18.6M 0.02%
528,993
+31,029
814
$18.5M 0.02%
507,215
-28,635
815
$18.5M 0.01%
224,074
+34,570
816
$18.4M 0.01%
792,055
-221,564
817
$18.4M 0.01%
367,686
-40,692
818
$18.3M 0.01%
2,594,487
-393,206
819
$18.3M 0.01%
35,029,200
+11,653,080
820
$18.3M 0.01%
355,206
+189,176
821
$18.3M 0.01%
1,063,660
+102,636
822
$18.3M 0.01%
326,352
-29,150
823
$18.3M 0.01%
339,409
+73,003
824
$18.2M 0.01%
961,962
+29,368
825
$18.2M 0.01%
197,208
+111,924
31 32
33
34 35