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
2176
$2.33M ﹤0.01%
160,195
+87,801
2177
$2.33M ﹤0.01%
42,772
+34,992
2178
$2.33M ﹤0.01%
38,187
-4,175
2179
$2.33M ﹤0.01%
125,413
+1,567
2180
$2.33M ﹤0.01%
20,902
+221
2181
$2.32M ﹤0.01%
89,564
-128,912
2182
$2.31M ﹤0.01%
98,905
+440
2183
$2.31M ﹤0.01%
166,378
+19,966
2184
$2.31M ﹤0.01%
180,722
+39,887
2185
$2.31M ﹤0.01%
154,356
-1,380
2186
$2.31M ﹤0.01%
+88,275
2187
$2.3M ﹤0.01%
68,770
+57,122
2188
$2.3M ﹤0.01%
92,594
-7,769
2189
$2.29M ﹤0.01%
159,454
-2,953
2190
$2.29M ﹤0.01%
40,597
+35,542
2191
$2.29M ﹤0.01%
164,064
+11,002
2192
$2.29M ﹤0.01%
111,795
+15,724
2193
$2.29M ﹤0.01%
52,674
+2,460
2194
$2.28M ﹤0.01%
45,563
-848
2195
$2.27M ﹤0.01%
44,111
+43,761
2196
$2.27M ﹤0.01%
29,345
-21,670
2197
$2.26M ﹤0.01%
236,399
-270,268
2198
$2.26M ﹤0.01%
69,100
-2,458
2199
$2.26M ﹤0.01%
34,785
-3,403
2200
$2.26M ﹤0.01%
63,637
-27,327
86 87
88
89 90