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
1001
$13M 0.01%
86,020
-32,799
1002
$13M 0.01%
1,474,282
+492,669
1003
$13M 0.01%
433,106
+97,273
1004
$12.9M 0.01%
298,301
+35,203
1005
$12.9M 0.01%
186,448
-213,390
1006
$12.9M 0.01%
329,818
+79,331
1007
$12.8M 0.01%
551,947
-141,384
1008
$12.8M 0.01%
462,086
+31,894
1009
$12.8M 0.01%
54,310
-7,160
1010
$12.8M 0.01%
484,151
-109,525
1011
$12.7M 0.01%
673,017
-140,112
1012
$12.7M 0.01%
506,560
-35,788
1013
$12.7M 0.01%
319,285
-230,111
1014
$12.7M 0.01%
236,943
+81,553
1015
$12.7M 0.01%
480,220
-148,916
1016
$12.7M 0.01%
816,041
+26,163
1017
$12.7M 0.01%
287,285
+70,605
1018
$12.7M 0.01%
377,818
+149,717
1019
$12.6M 0.01%
620,733
-186,235
1020
$12.6M 0.01%
877,958
-7,320
1021
$12.6M 0.01%
309,470
-67,155
1022
$12.5M 0.01%
281,648
+15,736
1023
$12.5M 0.01%
264,460
-2,646
1024
$12.5M 0.01%
507,309
-312,065
1025
$12.5M 0.01%
937,726
+16,214
39 40
41
42 43