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
2251
$1.86M ﹤0.01%
67,205
+26,760
2252
$1.86M ﹤0.01%
19,704
-20,567
2253
$1.86M ﹤0.01%
35,223
-4,227
2254
$1.86M ﹤0.01%
82,185
-65,256
2255
$1.86M ﹤0.01%
67,090
+25,482
2256
$1.86M ﹤0.01%
32,768
+4,459
2257
$1.86M ﹤0.01%
37,449
+3,940
2258
$1.86M ﹤0.01%
13,793
-3,519
2259
$1.86M ﹤0.01%
78,304
+42,850
2260
$1.85M ﹤0.01%
52,865
-2,520
2261
$1.85M ﹤0.01%
101,974
+84,709
2262
$1.85M ﹤0.01%
134,860
+16,810
2263
$1.84M ﹤0.01%
199,892
-555,337
2264
$1.84M ﹤0.01%
66,318
+13,191
2265
$1.84M ﹤0.01%
36,772
-127,996
2266
$1.84M ﹤0.01%
30,265
-9,823
2267
$1.83M ﹤0.01%
83,512
+12,224
2268
$1.83M ﹤0.01%
167,154
-31,556
2269
$1.83M ﹤0.01%
43,967
-1,500
2270
$1.83M ﹤0.01%
316,979
-113,969
2271
$1.82M ﹤0.01%
180,575
-38,617
2272
$1.82M ﹤0.01%
144,073
+47,040
2273
$1.82M ﹤0.01%
79,603
-120,263
2274
$1.81M ﹤0.01%
70,623
+1,689
2275
$1.81M ﹤0.01%
51,816
+29,950
89 90
91
92 93