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
2351
$1.88M ﹤0.01%
50,521
+1,400
2352
$1.88M ﹤0.01%
601,967
+16,960
2353
$1.88M ﹤0.01%
145,370
-8,916
2354
$1.87M ﹤0.01%
77,528
+26,468
2355
$1.87M ﹤0.01%
32,789
-4,301
2356
$1.86M ﹤0.01%
494,514
-6,626
2357
$1.86M ﹤0.01%
41,639
+6,950
2358
$1.86M ﹤0.01%
2,581
+1,256
2359
$1.84M ﹤0.01%
56,794
+54,711
2360
$1.84M ﹤0.01%
34,646
-1,759
2361
$1.84M ﹤0.01%
69,038
+67,933
2362
$1.84M ﹤0.01%
15,468
-18,944
2363
$1.84M ﹤0.01%
51,825
+3,862
2364
$1.83M ﹤0.01%
1,928
-85
2365
$1.82M ﹤0.01%
43,028
+11,112
2366
$1.82M ﹤0.01%
153,754
+43,676
2367
$1.82M ﹤0.01%
75,317
+19,401
2368
$1.82M ﹤0.01%
129,789
-2,538
2369
$1.82M ﹤0.01%
57,007
+55,756
2370
$1.82M ﹤0.01%
50,211
-42,885
2371
$1.82M ﹤0.01%
47,076
+44,885
2372
$1.82M ﹤0.01%
113,061
-4,893
2373
$1.82M ﹤0.01%
21,757
+21,750
2374
$1.82M ﹤0.01%
38,784
-7,177
2375
$1.81M ﹤0.01%
164,310
-3,703
93 94
95
96 97