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
2326
$1.71M ﹤0.01%
32,247
+13,492
2327
$1.71M ﹤0.01%
67,976
+54,472
2328
$1.71M ﹤0.01%
77,168
-2,408
2329
$1.71M ﹤0.01%
91,697
-3,666
2330
$1.71M ﹤0.01%
248,659
+246,659
2331
$1.71M ﹤0.01%
153,276
+9,295
2332
$1.71M ﹤0.01%
33,211
+20,578
2333
$1.7M ﹤0.01%
10,850
+4,443
2334
$1.7M ﹤0.01%
108,429
+62,444
2335
$1.7M ﹤0.01%
25,472
-16,081
2336
$1.7M ﹤0.01%
110,475
+16,530
2337
$1.7M ﹤0.01%
125,442
-35,167
2338
$1.69M ﹤0.01%
145,179
+100,327
2339
$1.69M ﹤0.01%
42,603
-35,655
2340
$1.69M ﹤0.01%
30,775
+21,587
2341
$1.69M ﹤0.01%
19,326
-46,690
2342
$1.68M ﹤0.01%
37,933
-27,626
2343
$1.67M ﹤0.01%
28,083
+5,779
2344
$1.67M ﹤0.01%
24,044
+1,664
2345
$1.67M ﹤0.01%
120,362
-5,303
2346
$1.67M ﹤0.01%
6,740
+1,976
2347
$1.67M ﹤0.01%
69,345
-67
2348
$1.67M ﹤0.01%
102,256
-96,784
2349
$1.67M ﹤0.01%
66,569
+7,517
2350
$1.67M ﹤0.01%
13,213
+677
92 93
94
95 96