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
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,347
New
Increased
Reduced
Closed

Top Buys

1
+$672M
2
+$437M
3
+$287M
4
PX
Praxair Inc
PX
+$282M
5
V icon
Visa
V
+$201M

Top Sells

1
+$438M
2
+$277M
3
+$180M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$178M
5
TE
TECO ENERGY INC
TE
+$176M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.6M ﹤0.01%
74,505
+28,191
2002
$2.6M ﹤0.01%
6,066
+1,135
2003
$2.6M ﹤0.01%
598,541
-484,889
2004
$2.6M ﹤0.01%
149,018
+44,116
2005
$2.59M ﹤0.01%
56,604
+4,648
2006
$2.59M ﹤0.01%
23,974
+10,413
2007
$2.58M ﹤0.01%
223,300
+119,314
2008
$2.58M ﹤0.01%
66,876
+15,472
2009
$2.58M ﹤0.01%
198,514
+8,767
2010
$2.58M ﹤0.01%
53,928
-12,809
2011
$2.58M ﹤0.01%
106,274
+16,252
2012
$2.57M ﹤0.01%
18,251
+679
2013
$2.57M ﹤0.01%
97,227
+32,565
2014
$2.56M ﹤0.01%
272,059
-12,948
2015
$2.56M ﹤0.01%
47,979
+5,181
2016
$2.56M ﹤0.01%
45,930
-6,405
2017
$2.56M ﹤0.01%
284,267
+66,788
2018
$2.55M ﹤0.01%
165,810
-4,259
2019
$2.54M ﹤0.01%
150,820
-12,416
2020
$2.54M ﹤0.01%
106,196
+46,100
2021
$2.53M ﹤0.01%
103,143
-40,918
2022
$2.53M ﹤0.01%
117,347
+10,138
2023
$2.52M ﹤0.01%
48,879
-3,613
2024
$2.52M ﹤0.01%
26,897
-810
2025
$2.51M ﹤0.01%
227,347
-47,661
79 80
81
82 83