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
2001
$2.95M ﹤0.01%
159,555
+1,497
2002
$2.94M ﹤0.01%
70,702
+12,328
2003
$2.94M ﹤0.01%
144,581
+21,439
2004
$2.93M ﹤0.01%
87,425
-1,004
2005
$2.93M ﹤0.01%
63,846
+5,228
2006
$2.93M ﹤0.01%
1,201,268
+12,241
2007
$2.92M ﹤0.01%
58,862
-5,661
2008
$2.92M ﹤0.01%
20,688
+3,749
2009
$2.92M ﹤0.01%
57,071
-2,052
2010
$2.91M ﹤0.01%
327,396
+17,714
2011
$2.91M ﹤0.01%
149,651
+2,798
2012
$2.91M ﹤0.01%
72,881
-23,535
2013
$2.9M ﹤0.01%
80,870
-17,406
2014
$2.9M ﹤0.01%
229,620
+62,528
2015
$2.9M ﹤0.01%
118,451
-67,585
2016
$2.9M ﹤0.01%
287,126
+4,463
2017
$2.9M ﹤0.01%
123,465
-176,848
2018
$2.89M ﹤0.01%
45,612
-454
2019
$2.89M ﹤0.01%
137,215
-2,881
2020
$2.88M ﹤0.01%
93,832
+92,516
2021
$2.88M ﹤0.01%
385,637
-75,578
2022
$2.88M ﹤0.01%
94,765
-2,608
2023
$2.86M ﹤0.01%
81,660
-172,162
2024
$2.86M ﹤0.01%
83,301
-2,000
2025
$2.86M ﹤0.01%
79,576
+43,132
79 80
81
82 83