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
2101
$2.57M ﹤0.01%
52,427
+3,388
2102
$2.57M ﹤0.01%
75,541
-135,525
2103
$2.57M ﹤0.01%
83,422
+826
2104
$2.57M ﹤0.01%
49,373
-14,923
2105
$2.57M ﹤0.01%
38,186
+4,912
2106
$2.56M ﹤0.01%
90,702
-3,421
2107
$2.56M ﹤0.01%
93,524
+51,447
2108
$2.55M ﹤0.01%
27,325
+6,037
2109
$2.55M ﹤0.01%
56,062
-136,704
2110
$2.55M ﹤0.01%
68,658
+2,478
2111
$2.55M ﹤0.01%
119,936
+10,357
2112
$2.54M ﹤0.01%
36,842
-26,318
2113
$2.53M ﹤0.01%
49,737
-10,883
2114
$2.53M ﹤0.01%
178,496
-3,572
2115
$2.53M ﹤0.01%
138,004
-73,476
2116
$2.52M ﹤0.01%
147,478
-10,875
2117
$2.52M ﹤0.01%
65,472
+13,179
2118
$2.51M ﹤0.01%
41,077
+14,886
2119
$2.51M ﹤0.01%
78,969
+49,718
2120
$2.51M ﹤0.01%
66,728
+50,031
2121
$2.5M ﹤0.01%
138,908
+138,248
2122
$2.5M ﹤0.01%
260,777
+16,282
2123
$2.49M ﹤0.01%
30,560
+27,542
2124
$2.49M ﹤0.01%
532,748
+76,469
2125
$2.49M ﹤0.01%
606,976
-55,348
83 84
85
86 87