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
2376
$1.77M ﹤0.01%
119,902
+36,451
2377
$1.76M ﹤0.01%
18,915
-52,459
2378
$1.76M ﹤0.01%
67,736
+50,916
2379
$1.76M ﹤0.01%
184,793
+44,090
2380
$1.76M ﹤0.01%
36,144
+2,535
2381
$1.76M ﹤0.01%
37,090
-1,311
2382
$1.76M ﹤0.01%
87,785
+1,827
2383
$1.75M ﹤0.01%
103,160
+98,474
2384
$1.75M ﹤0.01%
82,255
+17,410
2385
$1.75M ﹤0.01%
57,910
+5,546
2386
$1.75M ﹤0.01%
45,770
-12,958
2387
$1.75M ﹤0.01%
64,119
+40,248
2388
$1.74M ﹤0.01%
131,834
-9,577
2389
$1.73M ﹤0.01%
89,669
+2,772
2390
$1.73M ﹤0.01%
128,821
+10,252
2391
$1.72M ﹤0.01%
71,197
-27,590
2392
$1.72M ﹤0.01%
50,575
+1,916
2393
$1.72M ﹤0.01%
84,652
-75,516
2394
$1.71M ﹤0.01%
65,344
+17,998
2395
$1.71M ﹤0.01%
4,005
+2,849
2396
$1.71M ﹤0.01%
27,510
+14,172
2397
$1.71M ﹤0.01%
52,122
+246
2398
$1.71M ﹤0.01%
21,990
+14,167
2399
$1.71M ﹤0.01%
274,709
+237,768
2400
$1.71M ﹤0.01%
26,745
-3,270
94 95
96
97 98