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
176
$177M 0.14%
3,787,980
+754,505
177
$176M 0.14%
2,039,599
+650,848
178
$176M 0.14%
3,474,550
-3,074,172
179
$175M 0.14%
837,936
+98,534
180
$174M 0.14%
1,176,361
+314,652
181
$168M 0.14%
1,555,649
+110,967
182
$167M 0.13%
3,797,071
+200,108
183
$167M 0.13%
1,275,537
+202,448
184
$166M 0.13%
2,541,323
+279,871
185
$166M 0.13%
3,436,107
+456,080
186
$165M 0.13%
7,449,110
-1,320,326
187
$165M 0.13%
1,494,861
+359,090
188
$165M 0.13%
1,817,325
-155,358
189
$163M 0.13%
1,988,471
-264,576
190
$162M 0.13%
2,014,953
+298,492
191
$161M 0.13%
2,718,298
+522,286
192
$161M 0.13%
3,176,132
-229,142
193
$160M 0.13%
6,649,630
+1,593,387
194
$159M 0.13%
2,551,821
+151,316
195
$157M 0.13%
2,112,123
+611,411
196
$157M 0.13%
5,669,996
+5,332,248
197
$155M 0.13%
4,296,153
-375,331
198
$155M 0.13%
2,374,624
+172,994
199
$152M 0.12%
2,811,188
+800,775
200
$151M 0.12%
797,292
+131,953
6 7
8
9 10