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
2051
$2.73M ﹤0.01%
58,658
+19,864
2052
$2.73M ﹤0.01%
45,085
-26,939
2053
$2.73M ﹤0.01%
70,356
-217,680
2054
$2.72M ﹤0.01%
94,016
+3,706
2055
$2.72M ﹤0.01%
130,593
+16,168
2056
$2.72M ﹤0.01%
106,289
+92,960
2057
$2.72M ﹤0.01%
73,745
+3,831
2058
$2.72M ﹤0.01%
213,659
+25,546
2059
$2.71M ﹤0.01%
149,918
-2,983,004
2060
$2.71M ﹤0.01%
90,486
-7,618
2061
$2.71M ﹤0.01%
15,552
+1,815
2062
$2.71M ﹤0.01%
64,204
+61,762
2063
$2.71M ﹤0.01%
206,563
+15,493
2064
$2.7M ﹤0.01%
5,883
-6,500
2065
$2.7M ﹤0.01%
222,442
+2,721
2066
$2.69M ﹤0.01%
112,260
+24,405
2067
$2.69M ﹤0.01%
17,962
-7,889
2068
$2.69M ﹤0.01%
62,347
-27,088
2069
$2.68M ﹤0.01%
69,138
+2,083
2070
$2.68M ﹤0.01%
63,784
+34,657
2071
$2.67M ﹤0.01%
34,645
-608
2072
$2.67M ﹤0.01%
114,515
-255,407
2073
$2.67M ﹤0.01%
154,722
+25,316
2074
$2.66M ﹤0.01%
36,280
+9,377
2075
$2.66M ﹤0.01%
70,277
+11,556
81 82
83
84 85