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
1901
$3.39M ﹤0.01%
73,954
-25,222
1902
$3.38M ﹤0.01%
64,531
+6,603
1903
$3.37M ﹤0.01%
12,762
-436
1904
$3.36M ﹤0.01%
101,752
-7,979
1905
$3.35M ﹤0.01%
232,605
+29,580
1906
$3.35M ﹤0.01%
250,758
+3,276
1907
$3.35M ﹤0.01%
64,363
+45,816
1908
$3.35M ﹤0.01%
131,073
-54,489
1909
$3.35M ﹤0.01%
696,509
+240,200
1910
$3.35M ﹤0.01%
277,443
-64,695
1911
$3.35M ﹤0.01%
22,724
-269
1912
$3.34M ﹤0.01%
632,941
+82,472
1913
$3.33M ﹤0.01%
87,207
-4,357
1914
$3.33M ﹤0.01%
76,687
+6,949
1915
$3.31M ﹤0.01%
49,724
+6,424
1916
$3.31M ﹤0.01%
54,538
+10,057
1917
$3.31M ﹤0.01%
129,890
-2,085
1918
$3.29M ﹤0.01%
235,758
+10,173
1919
$3.29M ﹤0.01%
51,851
-9,329
1920
$3.29M ﹤0.01%
148,112
+1,936
1921
$3.29M ﹤0.01%
78,150
+29,200
1922
$3.29M ﹤0.01%
98,737
+93,241
1923
$3.28M ﹤0.01%
65,011
-14,045
1924
$3.28M ﹤0.01%
107,322
+29,535
1925
$3.26M ﹤0.01%
128,286
+50,597
75 76
77
78 79