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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.98M ﹤0.01%
20,480
-208
2002
$2.98M ﹤0.01%
107,537
+4,426
2003
$2.97M ﹤0.01%
106,722
+45,591
2004
$2.96M ﹤0.01%
20,933
-35,749
2005
$2.96M ﹤0.01%
96,116
-3,709
2006
$2.96M ﹤0.01%
460,876
-13,793
2007
$2.95M ﹤0.01%
75,322
+16,018
2008
$2.95M ﹤0.01%
49,975
-4,088
2009
$2.94M ﹤0.01%
2,695,990
-12,673
2010
$2.94M ﹤0.01%
58,605
+973
2011
$2.94M ﹤0.01%
153,256
-331,440
2012
$2.94M ﹤0.01%
237,837
+24,178
2013
$2.94M ﹤0.01%
320,100
+116,600
2014
$2.93M ﹤0.01%
1,343
-1,302
2015
$2.92M ﹤0.01%
28,562
+18,807
2016
$2.92M ﹤0.01%
56,940
-7,591
2017
$2.92M ﹤0.01%
55,083
+10,267
2018
$2.91M ﹤0.01%
46,897
-32,939
2019
$2.91M ﹤0.01%
22,496
+771
2020
$2.91M ﹤0.01%
63,927
-166,818
2021
$2.91M ﹤0.01%
83,141
-55,968
2022
$2.91M ﹤0.01%
127,133
-14,166
2023
$2.9M ﹤0.01%
96,258
-11,064
2024
$2.9M ﹤0.01%
44,226
+16,716
2025
$2.89M ﹤0.01%
241,194
+57,588
79 80
81
82 83