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
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,347
New
Increased
Reduced
Closed

Top Buys

1
+$672M
2
+$437M
3
+$287M
4
PX
Praxair Inc
PX
+$282M
5
V icon
Visa
V
+$201M

Top Sells

1
+$438M
2
+$277M
3
+$180M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$178M
5
TE
TECO ENERGY INC
TE
+$176M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$1.93M ﹤0.01%
73,046
+9,258
2227
$1.93M ﹤0.01%
24,651
-9,571
2228
$1.93M ﹤0.01%
130,963
+52,034
2229
$1.93M ﹤0.01%
56,922
+53,922
2230
$1.92M ﹤0.01%
235,734
+6,328
2231
$1.91M ﹤0.01%
24,693
+9,230
2232
$1.91M ﹤0.01%
17,277
+10,048
2233
$1.91M ﹤0.01%
78,131
+278
2234
$1.91M ﹤0.01%
65,233
+18,613
2235
$1.9M ﹤0.01%
374,934
+9,649
2236
$1.9M ﹤0.01%
134,016
-10,852
2237
$1.9M ﹤0.01%
30,379
+2,504
2238
$1.9M ﹤0.01%
22,646
+1,243
2239
$1.9M ﹤0.01%
38,121
+3,396
2240
$1.89M ﹤0.01%
101,633
+26,314
2241
$1.89M ﹤0.01%
65,256
-750
2242
$1.89M ﹤0.01%
79,378
+15,055
2243
$1.89M ﹤0.01%
583,396
+570,757
2244
$1.88M ﹤0.01%
63,963
+6,463
2245
$1.88M ﹤0.01%
21,680
-4,733
2246
$1.88M ﹤0.01%
16,767
-26
2247
$1.87M ﹤0.01%
74,818
+206
2248
$1.87M ﹤0.01%
62,623
-1,310
2249
$1.87M ﹤0.01%
37,177
-9,341
2250
$1.87M ﹤0.01%
72,245
+6,891
88 89
90
91 92