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
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,370
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$501M
3
+$318M
4
LMT icon
Lockheed Martin
LMT
+$279M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$256M

Top Sells

1
+$530M
2
+$326M
3
+$261M
4
ITW icon
Illinois Tool Works
ITW
+$260M
5
WYNN icon
Wynn Resorts
WYNN
+$258M

Sector Composition

1 Financials 8.35%
2 Healthcare 8.07%
3 Technology 7.34%
4 Industrials 6.91%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$2.45M ﹤0.01%
94,426
-348,974
1977
$2.44M ﹤0.01%
604,261
-125,079
1978
$2.44M ﹤0.01%
449,560
-959
1979
$2.44M ﹤0.01%
86,257
-12,415
1980
$2.44M ﹤0.01%
165,684
-15,253
1981
$2.43M ﹤0.01%
166,960
-105,517
1982
$2.43M ﹤0.01%
40,835
+25,033
1983
$2.43M ﹤0.01%
62,856
-16,320
1984
$2.43M ﹤0.01%
102,301
-1,326
1985
$2.42M ﹤0.01%
112,438
+11,400
1986
$2.42M ﹤0.01%
69,483
-143,511
1987
$2.42M ﹤0.01%
193,267
+6,650
1988
$2.41M ﹤0.01%
215,524
+30,136
1989
$2.41M ﹤0.01%
90,324
+10,583
1990
$2.41M ﹤0.01%
40,069
-59,784
1991
$2.41M ﹤0.01%
65,393
-84,999
1992
$2.4M ﹤0.01%
28,997
-1,396
1993
$2.4M ﹤0.01%
86,543
-344,368
1994
$2.4M ﹤0.01%
24,988
-4,074
1995
$2.4M ﹤0.01%
53,857
-12,614
1996
$2.4M ﹤0.01%
23,317
-6,688
1997
$2.4M ﹤0.01%
97,583
-710,972
1998
$2.4M ﹤0.01%
72,076
-2,604
1999
$2.4M ﹤0.01%
18,630
-11,171
2000
$2.4M ﹤0.01%
2,985
+896
78 79
80
81 82