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
1301
$7.92M 0.01%
56,682
+11,494
1302
$7.91M 0.01%
195,805
+133,907
1303
$7.9M 0.01%
128,313
+100,206
1304
$7.89M 0.01%
303,930
+21,122
1305
$7.88M 0.01%
69,128
-14,080
1306
$7.87M 0.01%
1,147,605
-134,550
1307
$7.85M 0.01%
154,795
-45,205
1308
$7.85M 0.01%
315,992
+1,523
1309
$7.84M 0.01%
604,396
+108,350
1310
$7.84M 0.01%
406,865
-520
1311
$7.83M 0.01%
917,081
+112,401
1312
$7.81M 0.01%
112,758
-4,716
1313
$7.8M 0.01%
296,200
-99,153
1314
$7.8M 0.01%
100,961
+27,559
1315
$7.8M 0.01%
102,971
-12,353
1316
$7.79M 0.01%
578,900
-107,524
1317
$7.76M 0.01%
133,946
+22,615
1318
$7.76M 0.01%
289,976
+283,180
1319
$7.76M 0.01%
83,009
-6,710
1320
$7.76M 0.01%
57,394
+41,855
1321
$7.76M 0.01%
961,445
+191,724
1322
$7.72M 0.01%
621,649
+36,396
1323
$7.72M 0.01%
308,940
+37,095
1324
$7.68M 0.01%
111,809
-107,874
1325
$7.67M 0.01%
215,942
-35,295
51 52
53
54 55