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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$2.47M ﹤0.01%
73,158
+61,788
2152
$2.46M ﹤0.01%
119,795
+11,496
2153
$2.45M ﹤0.01%
57,063
-1,595
2154
$2.44M ﹤0.01%
70,099
+13,525
2155
$2.44M ﹤0.01%
50,796
+37,346
2156
$2.43M ﹤0.01%
96,336
+22,851
2157
$2.43M ﹤0.01%
16,142
-41,252
2158
$2.43M ﹤0.01%
53,115
+3,378
2159
$2.42M ﹤0.01%
61,242
+2,989
2160
$2.41M ﹤0.01%
51,347
-48,622
2161
$2.4M ﹤0.01%
184,714
+1,942
2162
$2.4M ﹤0.01%
80,120
-412,082
2163
$2.4M ﹤0.01%
84,484
+80,989
2164
$2.4M ﹤0.01%
288,881
+216,281
2165
$2.4M ﹤0.01%
24,644
-2,681
2166
$2.39M ﹤0.01%
155,604
+1,248
2167
$2.38M ﹤0.01%
90,096
+5,907
2168
$2.38M ﹤0.01%
36,183
+14,509
2169
$2.38M ﹤0.01%
167,319
+24,770
2170
$2.38M ﹤0.01%
230,449
+50,493
2171
$2.37M ﹤0.01%
119,889
+23,100
2172
$2.36M ﹤0.01%
61,197
-11,684
2173
$2.36M ﹤0.01%
100,744
+3,168
2174
$2.36M ﹤0.01%
58,615
+4,584
2175
$2.36M ﹤0.01%
249,964
+68,029
85 86
87
88 89