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
1926
$3.25M ﹤0.01%
142,457
-5,032
1927
$3.25M ﹤0.01%
54,890
-67,503
1928
$3.25M ﹤0.01%
230,346
+37,012
1929
$3.25M ﹤0.01%
155,186
-144,814
1930
$3.25M ﹤0.01%
202,661
-155,543
1931
$3.24M ﹤0.01%
56,941
-1,930
1932
$3.24M ﹤0.01%
53,127
+13,847
1933
$3.24M ﹤0.01%
75,552
-4,705
1934
$3.23M ﹤0.01%
199,544
-12,979
1935
$3.23M ﹤0.01%
148,347
-10,439
1936
$3.23M ﹤0.01%
109,263
-18,018
1937
$3.23M ﹤0.01%
127,981
-36,053
1938
$3.22M ﹤0.01%
661,700
-352,618
1939
$3.22M ﹤0.01%
202,250
+22,763
1940
$3.21M ﹤0.01%
6,730
+1,762
1941
$3.2M ﹤0.01%
118,578
+34,747
1942
$3.19M ﹤0.01%
474,669
+74,265
1943
$3.18M ﹤0.01%
53,705
+9,425
1944
$3.18M ﹤0.01%
63,779
-3,006
1945
$3.18M ﹤0.01%
85,011
-32,011
1946
$3.17M ﹤0.01%
93,669
+7,765
1947
$3.17M ﹤0.01%
245,419
-193,007
1948
$3.17M ﹤0.01%
10,554
+9,285
1949
$3.16M ﹤0.01%
2,353
+1,683
1950
$3.16M ﹤0.01%
118,476
+2,792
76 77
78
79 80