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
126
$255M 0.21%
13,643,667
+2,909,644
127
$254M 0.21%
3,355,142
+1,484,825
128
$253M 0.2%
2,579,095
-350,210
129
$244M 0.2%
13,371,735
+181,140
130
$244M 0.2%
4,593,047
-1,851,219
131
$237M 0.19%
5,038,345
-15,185
132
$234M 0.19%
5,460,064
-237,178
133
$234M 0.19%
11,718,614
+3,073,657
134
$234M 0.19%
3,729,192
+136,159
135
$232M 0.19%
2,084,235
+165,670
136
$228M 0.18%
2,701,873
-7,742
137
$220M 0.18%
1,402,140
+72,086
138
$220M 0.18%
5,029,041
-1,286,858
139
$219M 0.18%
2,337,570
+1,590,734
140
$217M 0.18%
8,757,464
+2,731,766
141
$216M 0.17%
1,679,453
-239,347
142
$216M 0.17%
2,399,318
+3,560
143
$215M 0.17%
2,689,181
-22,595
144
$214M 0.17%
4,607,633
+734,418
145
$211M 0.17%
1,227,631
+1,163,865
146
$211M 0.17%
8,412,529
+368,682
147
$207M 0.17%
3,893,847
+300,457
148
$206M 0.17%
5,758,917
-52,362
149
$204M 0.16%
1,378,995
+476,266
150
$204M 0.16%
2,549,582
-338,992
4 5
6
7 8