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
2301
$1.96M ﹤0.01%
653,623
-182,468
2302
$1.95M ﹤0.01%
1,599
+271
2303
$1.95M ﹤0.01%
94,981
-271,905
2304
$1.95M ﹤0.01%
123,452
+12,711
2305
$1.95M ﹤0.01%
243,778
-146,920
2306
$1.95M ﹤0.01%
39,100
+3,368
2307
$1.94M ﹤0.01%
37,446
-21,192
2308
$1.94M ﹤0.01%
31,555
+4,589
2309
$1.94M ﹤0.01%
78,748
+1,892
2310
$1.94M ﹤0.01%
63,925
+25,768
2311
$1.93M ﹤0.01%
44,114
-11,552
2312
$1.93M ﹤0.01%
54,960
+9,160
2313
$1.93M ﹤0.01%
57,491
-13,173
2314
$1.93M ﹤0.01%
120,072
+10,600
2315
$1.92M ﹤0.01%
97,423
+21,411
2316
$1.92M ﹤0.01%
75,840
-1,587
2317
$1.92M ﹤0.01%
118,003
-1,135
2318
$1.92M ﹤0.01%
189,135
+64,099
2319
$1.92M ﹤0.01%
28,513
+6,635
2320
$1.92M ﹤0.01%
132,327
+87,846
2321
$1.91M ﹤0.01%
133,014
+115,220
2322
$1.91M ﹤0.01%
214,174
-47,161
2323
$1.91M ﹤0.01%
133,199
+22,656
2324
$1.91M ﹤0.01%
585,007
+486,402
2325
$1.91M ﹤0.01%
59,674
-68,052
91 92
93
94 95