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
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,370
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$501M
3
+$318M
4
LMT icon
Lockheed Martin
LMT
+$279M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$256M

Top Sells

1
+$530M
2
+$326M
3
+$261M
4
ITW icon
Illinois Tool Works
ITW
+$260M
5
WYNN icon
Wynn Resorts
WYNN
+$258M

Sector Composition

1 Financials 8.35%
2 Healthcare 8.07%
3 Technology 7.34%
4 Industrials 6.91%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$1.93M ﹤0.01%
327,003
+110,494
2152
$1.92M ﹤0.01%
72,795
+3,201
2153
$1.92M ﹤0.01%
252,443
-62,861
2154
$1.92M ﹤0.01%
14,147
+7,883
2155
$1.92M ﹤0.01%
16,255
-693
2156
$1.91M ﹤0.01%
56,436
-3,427
2157
$1.91M ﹤0.01%
200,692
-28,503
2158
$1.91M ﹤0.01%
65,511
+45,571
2159
$1.91M ﹤0.01%
20,915
-2,366
2160
$1.91M ﹤0.01%
132,915
+13,106
2161
$1.91M ﹤0.01%
201,121
-107,189
2162
$1.9M ﹤0.01%
139,880
-14,111
2163
$1.9M ﹤0.01%
9,820
-10,688
2164
$1.9M ﹤0.01%
41,300
-147,432
2165
$1.89M ﹤0.01%
68,249
+5,021
2166
$1.89M ﹤0.01%
58,734
+18,204
2167
$1.89M ﹤0.01%
72,827
-20,394
2168
$1.88M ﹤0.01%
134,194
-32,158
2169
$1.88M ﹤0.01%
75,089
+7,169
2170
$1.88M ﹤0.01%
74,061
+55,611
2171
$1.88M ﹤0.01%
1,211,400
-75,746
2172
$1.88M ﹤0.01%
22,182
+2,433
2173
$1.87M ﹤0.01%
38,625
+9,506
2174
$1.87M ﹤0.01%
76,030
+70,165
2175
$1.87M ﹤0.01%
46,677
-7,913
85 86
87
88 89