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
2326
$1.9M ﹤0.01%
78,118
+12,004
2327
$1.9M ﹤0.01%
+38,547
2328
$1.89M ﹤0.01%
253,780
+22,435
2329
$1.88M ﹤0.01%
37,964
-3,132
2330
$1.88M ﹤0.01%
76,290
+42,699
2331
$1.88M ﹤0.01%
35,705
+29,662
2332
$1.88M ﹤0.01%
86,926
+17,318
2333
$1.88M ﹤0.01%
37,844
-357
2334
$1.88M ﹤0.01%
29,869
-42,148
2335
$1.88M ﹤0.01%
168,013
+11,310
2336
$1.87M ﹤0.01%
97,915
+14,806
2337
$1.86M ﹤0.01%
47,963
+16,154
2338
$1.86M ﹤0.01%
140,734
+7,366
2339
$1.86M ﹤0.01%
78,011
-5,921
2340
$1.86M ﹤0.01%
47,908
+46,832
2341
$1.86M ﹤0.01%
112,391
-5,124
2342
$1.85M ﹤0.01%
71,771
+18,004
2343
$1.85M ﹤0.01%
41,076
+6,147
2344
$1.84M ﹤0.01%
31,243
-11,157
2345
$1.84M ﹤0.01%
223,721
-22,887
2346
$1.84M ﹤0.01%
40,532
+765
2347
$1.84M ﹤0.01%
55,333
-241,631
2348
$1.84M ﹤0.01%
54,462
-268,558
2349
$1.83M ﹤0.01%
117,954
+1,857
2350
$1.83M ﹤0.01%
57,560
+3,918
92 93
94
95 96