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
101
$302M 0.24%
4,162,737
-4,733,151
102
$302M 0.24%
2,945,560
-2,806,003
103
$301M 0.24%
1,123,777
-7,613
104
$301M 0.24%
1,145,993
+33,406
105
$301M 0.24%
4,896,598
-858,168
106
$300M 0.24%
13,520,914
-1,185,636
107
$298M 0.24%
9,478,169
+2,431,022
108
$297M 0.24%
7,520,274
+150,126
109
$292M 0.24%
2,237,797
+928,216
110
$289M 0.23%
9,355,210
+475,368
111
$281M 0.23%
8,312,617
-81,726
112
$280M 0.23%
2,656,934
-164,522
113
$273M 0.22%
20,197,211
+865,639
114
$270M 0.22%
11,827,956
-238,275
115
$270M 0.22%
2,694,126
-561,384
116
$269M 0.22%
4,594,124
+2,592,272
117
$265M 0.21%
3,635,491
+2,368,560
118
$263M 0.21%
3,258,914
+656,082
119
$263M 0.21%
8,121,803
-9,360,126
120
$261M 0.21%
2,536,800
+541,344
121
$259M 0.21%
2,370,202
+1,454,581
122
$259M 0.21%
4,395,930
+673,408
123
$259M 0.21%
6,349,588
-91,248
124
$257M 0.21%
3,364,658
+11,132
125
$257M 0.21%
1,713,508
+98,732
3 4
5
6 7