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
2351
$1.82M ﹤0.01%
121,542
-186,845
2352
$1.82M ﹤0.01%
54,031
-73,764
2353
$1.82M ﹤0.01%
40,872
-33,946
2354
$1.82M ﹤0.01%
60,148
+10,108
2355
$1.82M ﹤0.01%
107,880
-345
2356
$1.82M ﹤0.01%
71,224
+120
2357
$1.82M ﹤0.01%
220,218
+191,226
2358
$1.81M ﹤0.01%
80,000
-10,000
2359
$1.81M ﹤0.01%
72,152
-225,094
2360
$1.81M ﹤0.01%
87,923
+50,088
2361
$1.8M ﹤0.01%
26,914
+4,713
2362
$1.8M ﹤0.01%
48,344
-60,834
2363
$1.8M ﹤0.01%
156,207
-215,824
2364
$1.8M ﹤0.01%
34,760
-975
2365
$1.79M ﹤0.01%
42,717
+11,330
2366
$1.79M ﹤0.01%
32,755
+11,406
2367
$1.79M ﹤0.01%
65,169
+56,672
2368
$1.79M ﹤0.01%
+65,133
2369
$1.79M ﹤0.01%
183,364
+38,325
2370
$1.78M ﹤0.01%
66,790
-149,144
2371
$1.78M ﹤0.01%
104,156
-181,784
2372
$1.78M ﹤0.01%
109,621
-256,208
2373
$1.78M ﹤0.01%
36,946
+23,460
2374
$1.78M ﹤0.01%
49,121
-444
2375
$1.77M ﹤0.01%
34,647
+7,217
93 94
95
96 97