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
2201
$2.25M ﹤0.01%
23,551
+20,624
2202
$2.25M ﹤0.01%
36,937
+12,369
2203
$2.25M ﹤0.01%
70,598
+51,025
2204
$2.25M ﹤0.01%
61,886
+11,199
2205
$2.25M ﹤0.01%
241,109
+55,286
2206
$2.24M ﹤0.01%
340,743
-44,894
2207
$2.24M ﹤0.01%
37,228
+17,938
2208
$2.24M ﹤0.01%
81,201
+23,835
2209
$2.24M ﹤0.01%
65,438
-4,918
2210
$2.24M ﹤0.01%
117,045
-16,713
2211
$2.23M ﹤0.01%
34,099
+9,173
2212
$2.23M ﹤0.01%
70,057
-17,368
2213
$2.22M ﹤0.01%
161,562
+474
2214
$2.22M ﹤0.01%
82,309
-26,321
2215
$2.22M ﹤0.01%
73,363
-82,880
2216
$2.22M ﹤0.01%
174,575
-1,228
2217
$2.21M ﹤0.01%
138,860
-16,680
2218
$2.21M ﹤0.01%
79,552
+12,762
2219
$2.21M ﹤0.01%
75,549
-172,043
2220
$2.2M ﹤0.01%
41,530
+368
2221
$2.2M ﹤0.01%
37,845
-6,282
2222
$2.2M ﹤0.01%
31,469
+14,857
2223
$2.19M ﹤0.01%
94,039
+3,590
2224
$2.19M ﹤0.01%
50,229
+8,634
2225
$2.19M ﹤0.01%
+91,390
87 88
89
90 91