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
$126B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,223
New
Increased
Reduced
Closed

Top Buys

1
+$2.96B
2
+$567M
3
+$511M
4
AIG icon
American International
AIG
+$402M
5
UBS icon
UBS Group
UBS
+$282M

Top Sells

1
+$660M
2
+$453M
3
+$383M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$358M
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$311M

Sector Composition

1 Financials 10.17%
2 Energy 8.73%
3 Healthcare 8.27%
4 Technology 7.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$1.95M ﹤0.01%
14,049
-35,353
2327
$1.95M ﹤0.01%
102,998
-43,287
2328
$1.95M ﹤0.01%
152,649
-10,377
2329
$1.95M ﹤0.01%
39,754
+1,790
2330
$1.94M ﹤0.01%
25,862
-6,094
2331
$1.94M ﹤0.01%
73,082
+1,090
2332
$1.94M ﹤0.01%
303,468
-23,928
2333
$1.94M ﹤0.01%
78,772
+72,624
2334
$1.94M ﹤0.01%
16,191
+4,912
2335
$1.93M ﹤0.01%
58,794
+3,834
2336
$1.93M ﹤0.01%
43,356
-7,220
2337
$1.93M ﹤0.01%
146,965
+79,732
2338
$1.92M ﹤0.01%
50,472
+12,716
2339
$1.92M ﹤0.01%
141,441
+8,242
2340
$1.92M ﹤0.01%
92,278
+41,047
2341
$1.92M ﹤0.01%
40,403
+5,643
2342
$1.91M ﹤0.01%
140,932
-9,237
2343
$1.91M ﹤0.01%
95,464
+2,016
2344
$1.9M ﹤0.01%
156,224
-89,195
2345
$1.9M ﹤0.01%
68,202
+44,290
2346
$1.9M ﹤0.01%
129,906
-72,755
2347
$1.9M ﹤0.01%
1,613
+14
2348
$1.9M ﹤0.01%
56,025
-19,527
2349
$1.89M ﹤0.01%
43,985
-11,650
2350
$1.89M ﹤0.01%
89,484
+40,089
92 93
94
95 96