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
1101
$11M 0.01%
443,348
-6,229
1102
$10.9M 0.01%
456,801
-5,784
1103
$10.9M 0.01%
853,866
+101,636
1104
$10.9M 0.01%
778,750
-242,840
1105
$10.9M 0.01%
156,207
+105,454
1106
$10.9M 0.01%
793,025
-203,306
1107
$10.8M 0.01%
531,373
-226,739
1108
$10.8M 0.01%
224,836
-12,423
1109
$10.8M 0.01%
776,416
-338,851
1110
$10.8M 0.01%
106,931
+58,012
1111
$10.8M 0.01%
448,097
+79,204
1112
$10.8M 0.01%
1,173,995
+111,989
1113
$10.7M 0.01%
495,159
+217,579
1114
$10.7M 0.01%
413,010
+286,598
1115
$10.7M 0.01%
317,413
+57,341
1116
$10.7M 0.01%
505,648
-3,682
1117
$10.7M 0.01%
1,482,095
+155,649
1118
$10.6M 0.01%
144,288
+109,454
1119
$10.6M 0.01%
624,851
+71,287
1120
$10.6M 0.01%
383,149
-3,689
1121
$10.6M 0.01%
+466,578
1122
$10.6M 0.01%
275,188
+23,926
1123
$10.6M 0.01%
398,936
-174,603
1124
$10.6M 0.01%
646,654
+53,981
1125
$10.6M 0.01%
394,311
+33,732
43 44
45
46 47