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
2401
$1.71M ﹤0.01%
37,181
-102,659
2402
$1.7M ﹤0.01%
113,389
-152,105
2403
$1.7M ﹤0.01%
169,631
-7,681
2404
$1.7M ﹤0.01%
57,484
-6,915
2405
$1.7M ﹤0.01%
119,038
-2,733
2406
$1.7M ﹤0.01%
501,140
+14,166
2407
$1.7M ﹤0.01%
179,956
-28,827
2408
$1.7M ﹤0.01%
31,427
-13,860
2409
$1.7M ﹤0.01%
86,972
+6,704
2410
$1.69M ﹤0.01%
21,575
-2,375
2411
$1.69M ﹤0.01%
24,728
+6,909
2412
$1.69M ﹤0.01%
192,710
+54,572
2413
$1.69M ﹤0.01%
79,759
-237
2414
$1.68M ﹤0.01%
35,855
-11,258
2415
$1.68M ﹤0.01%
53,380
+50,089
2416
$1.67M ﹤0.01%
61,131
-1,108
2417
$1.67M ﹤0.01%
470,859
+7,017
2418
$1.67M ﹤0.01%
24,241
+5,259
2419
$1.67M ﹤0.01%
133,736
-201,552
2420
$1.67M ﹤0.01%
214,433
+44,251
2421
$1.67M ﹤0.01%
59,239
-210,470
2422
$1.67M ﹤0.01%
1,440
-278
2423
$1.67M ﹤0.01%
51,060
+3,050
2424
$1.67M ﹤0.01%
86,344
+21,807
2425
$1.66M ﹤0.01%
41,113
+5,128
95 96
97
98 99