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
976
$13.6M 0.01%
1,958,850
+340,918
977
$13.6M 0.01%
665,381
+89,652
978
$13.5M 0.01%
52,645
+29,523
979
$13.5M 0.01%
351,478
+227,081
980
$13.4M 0.01%
903,793
-356,798
981
$13.4M 0.01%
174,574
-20,256
982
$13.4M 0.01%
850,300
-159,830
983
$13.4M 0.01%
453,924
+179,492
984
$13.3M 0.01%
221,816
-33,556
985
$13.3M 0.01%
+265,901
986
$13.3M 0.01%
981,794
+427,615
987
$13.3M 0.01%
756,779
+60,934
988
$13.2M 0.01%
217,432
-8,730
989
$13.2M 0.01%
190,421
-31,208
990
$13.2M 0.01%
111,165
-43,362
991
$13.2M 0.01%
316,882
+19,910
992
$13.2M 0.01%
932,184
+165,884
993
$13.1M 0.01%
256,659
-109,934
994
$13M 0.01%
114,035
+44,131
995
$13M 0.01%
807,984
-98,886
996
$13M 0.01%
397,392
-36,858
997
$13M 0.01%
647,931
+227,317
998
$13M 0.01%
301,803
+245,811
999
$13M 0.01%
594,063
-504,468
1000
$13M 0.01%
93,766
-22,225
38 39
40
41 42