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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$4.04M ﹤0.01%
87,014
+5,664
1777
$4.04M ﹤0.01%
60,838
+10,932
1778
$4.04M ﹤0.01%
79,149
-701,341
1779
$4.02M ﹤0.01%
97,178
-26,612
1780
$4.02M ﹤0.01%
55,275
-45,686
1781
$4.02M ﹤0.01%
45,772
-153,791
1782
$4.01M ﹤0.01%
44,838
-10,924
1783
$4.01M ﹤0.01%
93,551
-28,319
1784
$3.99M ﹤0.01%
287,634
-14,311
1785
$3.99M ﹤0.01%
45,627
-1,399
1786
$3.97M ﹤0.01%
35,976
-41,384
1787
$3.96M ﹤0.01%
132,084
+22,821
1788
$3.96M ﹤0.01%
127,205
+69,295
1789
$3.94M ﹤0.01%
76,535
-18,867
1790
$3.93M ﹤0.01%
170,015
-1,877
1791
$3.93M ﹤0.01%
32,806
+9,470
1792
$3.93M ﹤0.01%
234,005
+5,163
1793
$3.93M ﹤0.01%
83,959
+5,196
1794
$3.92M ﹤0.01%
69,606
+3,210
1795
$3.92M ﹤0.01%
172,988
-161,370
1796
$3.92M ﹤0.01%
328,903
+19,881
1797
$3.91M ﹤0.01%
131,618
-44,218
1798
$3.91M ﹤0.01%
102,809
+1,057
1799
$3.89M ﹤0.01%
110,334
+5,900
1800
$3.87M ﹤0.01%
161,040
+8,690
70 71
72
73 74