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
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,347
New
Increased
Reduced
Closed

Top Buys

1
+$672M
2
+$437M
3
+$287M
4
PX
Praxair Inc
PX
+$282M
5
V icon
Visa
V
+$201M

Top Sells

1
+$438M
2
+$277M
3
+$180M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$178M
5
TE
TECO ENERGY INC
TE
+$176M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$7.48M 0.01%
130,602
+7,751
1252
$7.48M 0.01%
373,244
-98,525
1253
$7.47M 0.01%
515,067
-918
1254
$7.47M 0.01%
85,240
-6,649
1255
$7.47M 0.01%
344,835
-8,688
1256
$7.46M 0.01%
246,554
+25,876
1257
$7.45M 0.01%
180,404
+8,616
1258
$7.45M 0.01%
80,388
+18,848
1259
$7.39M 0.01%
98,538
-25,559
1260
$7.38M 0.01%
238,823
+16,792
1261
$7.38M 0.01%
224,171
-144,805
1262
$7.37M 0.01%
288,224
+10,193
1263
$7.37M 0.01%
452,982
+5,890
1264
$7.37M 0.01%
130,978
-65,101
1265
$7.34M 0.01%
185,946
+86,609
1266
$7.34M 0.01%
90,182
+735
1267
$7.33M 0.01%
519,106
+25,269
1268
$7.33M 0.01%
126,655
-48,826
1269
$7.32M 0.01%
55,354
-12,316
1270
$7.32M 0.01%
892,703
-190,005
1271
$7.28M 0.01%
76,250
-9,775
1272
$7.28M 0.01%
134,840
+21,858
1273
$7.26M 0.01%
36,308
+3,211
1274
$7.25M 0.01%
92,975
+46,919
1275
$7.22M 0.01%
321,588
-34,013
49 50
51
52 53