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
126
$281M 0.21%
1,221,684
-74,962
127
$279M 0.2%
5,299,330
-779,494
128
$278M 0.2%
6,369,184
+91,704
129
$277M 0.2%
6,929,004
+1,000,356
130
$272M 0.2%
5,049,955
+312,360
131
$270M 0.2%
2,847,051
+181,728
132
$269M 0.2%
3,345,102
+470,143
133
$264M 0.19%
2,717,151
-899
134
$259M 0.19%
10,772,724
-284,745
135
$257M 0.19%
3,683,275
+19,967
136
$255M 0.19%
3,719,595
+241,869
137
$254M 0.19%
2,549,930
+206,849
138
$254M 0.19%
4,605,265
+599,206
139
$253M 0.19%
3,126,655
-100,787
140
$252M 0.19%
6,776,370
-1,789,386
141
$251M 0.18%
3,099,703
+208,928
142
$249M 0.18%
9,282,290
-3,634,656
143
$249M 0.18%
6,465,407
+1,545,101
144
$240M 0.18%
6,070,492
+1,157,328
145
$239M 0.18%
2,735,591
-527,709
146
$237M 0.17%
9,092,248
+2,549,206
147
$234M 0.17%
5,346,849
+282,440
148
$234M 0.17%
1,667,951
+43,449
149
$231M 0.17%
3,637,543
+124,380
150
$227M 0.17%
9,781,203
+445,280
4 5
6
7 8