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
2226
$2.17M ﹤0.01%
57,467
+3,532
2227
$2.16M ﹤0.01%
179,997
+77,853
2228
$2.16M ﹤0.01%
131,000
-1,366
2229
$2.15M ﹤0.01%
40,701
-180,618
2230
$2.14M ﹤0.01%
163,026
+37,140
2231
$2.14M ﹤0.01%
83,248
+76,957
2232
$2.13M ﹤0.01%
48,326
-11,232
2233
$2.13M ﹤0.01%
109,268
+96,794
2234
$2.13M ﹤0.01%
73,485
+35,420
2235
$2.12M ﹤0.01%
61,313
+29,892
2236
$2.12M ﹤0.01%
67,978
-15,504
2237
$2.12M ﹤0.01%
129,433
+35,270
2238
$2.11M ﹤0.01%
53,172
-249,554
2239
$2.11M ﹤0.01%
154,286
+18,556
2240
$2.11M ﹤0.01%
124,032
-625,289
2241
$2.11M ﹤0.01%
79,201
+1,042
2242
$2.11M ﹤0.01%
36,405
-74,442
2243
$2.1M ﹤0.01%
38,549
-29,680
2244
$2.1M ﹤0.01%
78,997
-3,467
2245
$2.1M ﹤0.01%
37,222
-10,195
2246
$2.09M ﹤0.01%
107,899
-65,301
2247
$2.09M ﹤0.01%
75,688
-12,178
2248
$2.09M ﹤0.01%
52,373
-2,738
2249
$2.09M ﹤0.01%
225,867
+26,580
2250
$2.08M ﹤0.01%
143,565
+4,198
88 89
90
91 92