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
2201
$2.26M ﹤0.01%
103,111
-2,895
2202
$2.25M ﹤0.01%
101,736
-53,304
2203
$2.24M ﹤0.01%
90,449
+4,703
2204
$2.24M ﹤0.01%
7,774
-617
2205
$2.24M ﹤0.01%
43,935
-18,564
2206
$2.24M ﹤0.01%
112,171
+4,376
2207
$2.23M ﹤0.01%
115,942
+4,492
2208
$2.23M ﹤0.01%
183,606
-378
2209
$2.23M ﹤0.01%
5,325
+1,457
2210
$2.23M ﹤0.01%
146,836
-98,156
2211
$2.22M ﹤0.01%
225,129
+82,052
2212
$2.21M ﹤0.01%
180,627
+76,865
2213
$2.21M ﹤0.01%
38,428
-78,431
2214
$2.21M ﹤0.01%
38,833
+2,833
2215
$2.21M ﹤0.01%
41,162
+694
2216
$2.19M ﹤0.01%
132,837
-22,827
2217
$2.19M ﹤0.01%
142,549
+17,733
2218
$2.19M ﹤0.01%
52,867
-119,378
2219
$2.19M ﹤0.01%
215,994
-131,918
2220
$2.19M ﹤0.01%
55,635
-7,598
2221
$2.18M ﹤0.01%
8,160
+4,600
2222
$2.18M ﹤0.01%
150,169
+13,489
2223
$2.18M ﹤0.01%
42,115
+9,598
2224
$2.18M ﹤0.01%
80,924
+20,452
2225
$2.17M ﹤0.01%
169,725
-277,078
87 88
89
90 91