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
1326
$7.64M 0.01%
479,022
-194,374
1327
$7.62M 0.01%
645,112
+470,740
1328
$7.61M 0.01%
134,280
+73,867
1329
$7.61M 0.01%
985,633
+22
1330
$7.6M 0.01%
492,236
+53,326
1331
$7.59M 0.01%
137,306
+80,647
1332
$7.59M 0.01%
352,167
+35,742
1333
$7.58M 0.01%
47,644
-7,031
1334
$7.57M 0.01%
506,442
+9,487
1335
$7.55M 0.01%
91,907
-17,776
1336
$7.53M 0.01%
332,781
+11,756
1337
$7.53M 0.01%
400,000
1338
$7.5M 0.01%
77,793
-422,299
1339
$7.5M 0.01%
195,358
-52,506
1340
$7.47M 0.01%
144,215
+12,490
1341
$7.45M 0.01%
+3,017,080
1342
$7.43M 0.01%
193,116
-15,968
1343
$7.43M 0.01%
389,634
-27,343
1344
$7.4M 0.01%
235,018
+1,586
1345
$7.4M 0.01%
169,501
-96,238
1346
$7.39M 0.01%
178,302
+1,630
1347
$7.38M 0.01%
230,460
-158,298
1348
$7.38M 0.01%
66,668
-12,966
1349
$7.36M 0.01%
38,088
-5,982
1350
$7.36M 0.01%
229,100
+43,720
52 53
54
55 56