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
2151
$2.42M ﹤0.01%
71,992
+57,689
2152
$2.41M ﹤0.01%
155,540
+74,940
2153
$2.41M ﹤0.01%
49,213
-230
2154
$2.41M ﹤0.01%
85,868
+12,569
2155
$2.41M ﹤0.01%
94,974
+10,930
2156
$2.41M ﹤0.01%
105,829
+12,034
2157
$2.41M ﹤0.01%
269,718
-188,842
2158
$2.4M ﹤0.01%
55,425
-4,257
2159
$2.39M ﹤0.01%
487,388
+34,391
2160
$2.38M ﹤0.01%
51,874
+8,488
2161
$2.38M ﹤0.01%
44,486
-6,031
2162
$2.37M ﹤0.01%
27,928
+480
2163
$2.37M ﹤0.01%
31,996
+21,079
2164
$2.37M ﹤0.01%
50,576
+5,376
2165
$2.37M ﹤0.01%
32,742
-3,145
2166
$2.37M ﹤0.01%
406,417
+77,383
2167
$2.37M ﹤0.01%
175,803
+4,379
2168
$2.36M ﹤0.01%
41,088
-2,104
2169
$2.36M ﹤0.01%
97,060
+96,753
2170
$2.36M ﹤0.01%
44,816
+10,846
2171
$2.35M ﹤0.01%
86,476
+5,003
2172
$2.34M ﹤0.01%
80,948
-34,060
2173
$2.34M ﹤0.01%
73,256
+12,243
2174
$2.33M ﹤0.01%
135,998
-3,743
2175
$2.33M ﹤0.01%
133,758
-114,948
85 86
87
88 89