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
2276
$2.02M ﹤0.01%
175,786
-7,547
2277
$2.01M ﹤0.01%
41,556
-1,202
2278
$2.01M ﹤0.01%
46,562
+4,456
2279
$2.01M ﹤0.01%
34,339
-8,485
2280
$2M ﹤0.01%
44,418
-19,632
2281
$2M ﹤0.01%
64,224
-18,616
2282
$1.99M ﹤0.01%
21,956
-107
2283
$1.99M ﹤0.01%
38,512
+26,386
2284
$1.99M ﹤0.01%
87,043
-160,640
2285
$1.99M ﹤0.01%
175,187
+8,577
2286
$1.99M ﹤0.01%
22,389
-426
2287
$1.98M ﹤0.01%
161,088
+2,107
2288
$1.98M ﹤0.01%
21,219
+8,532
2289
$1.98M ﹤0.01%
41,595
-77,868
2290
$1.98M ﹤0.01%
71,902
+24,614
2291
$1.97M ﹤0.01%
52,864
+38,160
2292
$1.97M ﹤0.01%
157,137
-110,578
2293
$1.97M ﹤0.01%
22,323
+7,440
2294
$1.97M ﹤0.01%
89,346
-9,408
2295
$1.97M ﹤0.01%
130,662
+108,127
2296
$1.96M ﹤0.01%
70,424
-2,170
2297
$1.96M ﹤0.01%
26,145
-7,211
2298
$1.96M ﹤0.01%
78,116
+10,992
2299
$1.96M ﹤0.01%
74,474
+41,857
2300
$1.96M ﹤0.01%
115,262
+3,128
90 91
92
93 94