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
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,370
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$501M
3
+$318M
4
LMT icon
Lockheed Martin
LMT
+$279M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$256M

Top Sells

1
+$530M
2
+$326M
3
+$261M
4
ITW icon
Illinois Tool Works
ITW
+$260M
5
WYNN icon
Wynn Resorts
WYNN
+$258M

Sector Composition

1 Financials 8.35%
2 Healthcare 8.07%
3 Technology 7.34%
4 Industrials 6.91%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352M 0.28%
14,312,619
-8,464,222
77
$352M 0.28%
8,160,373
+738,851
78
$351M 0.28%
2,983,523
+1,678,370
79
$344M 0.28%
6,528,254
+484,508
80
$343M 0.28%
1,657,689
+87,542
81
$338M 0.27%
7,696,426
+4,133,030
82
$332M 0.27%
4,897,513
-1,721,874
83
$331M 0.27%
3,102,152
+100,428
84
$331M 0.27%
7,959,798
+909,060
85
$331M 0.27%
4,068,362
-547,266
86
$331M 0.27%
3,063,962
+240,195
87
$329M 0.27%
4,787,658
-778,415
88
$328M 0.26%
2,311,096
-225,111
89
$328M 0.26%
5,142,367
+237,897
90
$328M 0.26%
8,368,192
+532,468
91
$326M 0.26%
5,363,904
+340,266
92
$320M 0.26%
2,870,007
+512,045
93
$319M 0.26%
10,741,040
-1,883,220
94
$315M 0.25%
7,846,239
+3,620,075
95
$312M 0.25%
5,455,566
+1,029,884
96
$308M 0.25%
2,762,547
-25,429
97
$308M 0.25%
4,813,705
-328,984
98
$307M 0.25%
2,121,073
-121,183
99
$304M 0.25%
8,791,381
-1,512,694
100
$303M 0.24%
7,424,933
+1,832,761
2 3
4
5 6