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
2076
$2.66M ﹤0.01%
86,088
+7,316
2077
$2.66M ﹤0.01%
169,914
+135,424
2078
$2.65M ﹤0.01%
21,119
-458
2079
$2.65M ﹤0.01%
121,738
+91,460
2080
$2.64M ﹤0.01%
198,345
+113,256
2081
$2.64M ﹤0.01%
18,626
+867
2082
$2.64M ﹤0.01%
146,285
-7,165
2083
$2.64M ﹤0.01%
433,036
+100,167
2084
$2.64M ﹤0.01%
85,741
-40,620
2085
$2.63M ﹤0.01%
59,304
-11,589
2086
$2.63M ﹤0.01%
62,586
+3,051
2087
$2.63M ﹤0.01%
172,243
-22,838
2088
$2.62M ﹤0.01%
78,763
-311,846
2089
$2.62M ﹤0.01%
21,725
-255
2090
$2.62M ﹤0.01%
48,647
+12,653
2091
$2.62M ﹤0.01%
185,627
-44,409
2092
$2.61M ﹤0.01%
100,744
+2,192
2093
$2.61M ﹤0.01%
54,789
+31,601
2094
$2.61M ﹤0.01%
42,518
+32,008
2095
$2.59M ﹤0.01%
90,949
-115,769
2096
$2.59M ﹤0.01%
86,133
+676
2097
$2.59M ﹤0.01%
72,497
-73,686
2098
$2.58M ﹤0.01%
58,773
+7,795
2099
$2.58M ﹤0.01%
97,576
+10,061
2100
$2.58M ﹤0.01%
58,253
+570
82 83
84
85 86