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
2026
$2.86M ﹤0.01%
50,918
+16,740
2027
$2.84M ﹤0.01%
194,621
+5,873
2028
$2.84M ﹤0.01%
270,751
+267,296
2029
$2.83M ﹤0.01%
31,956
+18,541
2030
$2.82M ﹤0.01%
111,419
-19,022
2031
$2.81M ﹤0.01%
57,632
-4,046
2032
$2.81M ﹤0.01%
192,759
+52,073
2033
$2.8M ﹤0.01%
39,466
+25
2034
$2.8M ﹤0.01%
59,480
-18,700
2035
$2.8M ﹤0.01%
82,706
-39,497
2036
$2.79M ﹤0.01%
75,263
+4,416
2037
$2.79M ﹤0.01%
116,153
-158,009
2038
$2.79M ﹤0.01%
90,925
-20,292
2039
$2.78M ﹤0.01%
57,434
+55,446
2040
$2.78M ﹤0.01%
44,316
+3,756
2041
$2.77M ﹤0.01%
58,243
+5,162
2042
$2.75M ﹤0.01%
107,036
+10,436
2043
$2.75M ﹤0.01%
38,868
+3,455
2044
$2.75M ﹤0.01%
139,060
+17,320
2045
$2.75M ﹤0.01%
185,970
+26,786
2046
$2.75M ﹤0.01%
186,514
+182,368
2047
$2.75M ﹤0.01%
65,169
-318
2048
$2.75M ﹤0.01%
+64,135
2049
$2.74M ﹤0.01%
137,553
+25,462
2050
$2.74M ﹤0.01%
113,901
+3,984
80 81
82
83 84