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
2251
$2.08M ﹤0.01%
373,385
+10,823
2252
$2.07M ﹤0.01%
124,344
-82,543
2253
$2.07M ﹤0.01%
65,544
-9,149
2254
$2.06M ﹤0.01%
92,012
+26,339
2255
$2.06M ﹤0.01%
45,961
+45,777
2256
$2.06M ﹤0.01%
14,146
-3,907
2257
$2.06M ﹤0.01%
353,783
-8,620
2258
$2.06M ﹤0.01%
14,247
+4,868
2259
$2.05M ﹤0.01%
+103,616
2260
$2.04M ﹤0.01%
57,494
-385,352
2261
$2.04M ﹤0.01%
9,088
-281
2262
$2.04M ﹤0.01%
24,590
-635,176
2263
$2.04M ﹤0.01%
73,366
+10,715
2264
$2.04M ﹤0.01%
21,978
-30,899
2265
$2.04M ﹤0.01%
83,169
+1,696
2266
$2.04M ﹤0.01%
79,778
-426
2267
$2.04M ﹤0.01%
182,772
-227,312
2268
$2.04M ﹤0.01%
38,280
+13,908
2269
$2.03M ﹤0.01%
187,838
+185,525
2270
$2.02M ﹤0.01%
84,189
-31,950
2271
$2.02M ﹤0.01%
26,247
+3,439
2272
$2.02M ﹤0.01%
102,038
-12,291
2273
$2.02M ﹤0.01%
35,765
+7,782
2274
$2.02M ﹤0.01%
92,564
-13,473
2275
$2.02M ﹤0.01%
20,417
+7,827
89 90
91
92 93