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
2126
$2.49M ﹤0.01%
47,206
+3,094
2127
$2.49M ﹤0.01%
141,573
+131,326
2128
$2.48M ﹤0.01%
51,248
+17,297
2129
$2.48M ﹤0.01%
314,639
+180,065
2130
$2.48M ﹤0.01%
70,442
-11,604
2131
$2.48M ﹤0.01%
64,166
+46,214
2132
$2.48M ﹤0.01%
21,371
-24,424
2133
$2.47M ﹤0.01%
167,933
+11,199
2134
$2.47M ﹤0.01%
17,538
+9,643
2135
$2.47M ﹤0.01%
123,520
+6,348
2136
$2.46M ﹤0.01%
+203,500
2137
$2.46M ﹤0.01%
262,741
+132,106
2138
$2.45M ﹤0.01%
113,130
+10,952
2139
$2.45M ﹤0.01%
460,580
+16,696
2140
$2.45M ﹤0.01%
81,025
+76,778
2141
$2.45M ﹤0.01%
34,988
+7,262
2142
$2.45M ﹤0.01%
19,965
-84,081
2143
$2.44M ﹤0.01%
54,085
+19,690
2144
$2.44M ﹤0.01%
169,691
-17,004
2145
$2.44M ﹤0.01%
200,626
+63,303
2146
$2.44M ﹤0.01%
47,779
+42,233
2147
$2.44M ﹤0.01%
23,336
-11,298
2148
$2.43M ﹤0.01%
110,078
+98,011
2149
$2.43M ﹤0.01%
108,299
-91,674
2150
$2.42M ﹤0.01%
44,127
-1,158
84 85
86
87 88