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
2451
$1.6M ﹤0.01%
19,926
-223,582
2452
$1.6M ﹤0.01%
53,245
+34,715
2453
$1.59M ﹤0.01%
65,975
-7,489
2454
$1.59M ﹤0.01%
11,279
+463
2455
$1.59M ﹤0.01%
42,235
+22,645
2456
$1.59M ﹤0.01%
29,292
+2,152
2457
$1.59M ﹤0.01%
21,996
-430
2458
$1.59M ﹤0.01%
39,024
+13,686
2459
$1.58M ﹤0.01%
377,275
+231,982
2460
$1.57M ﹤0.01%
201,693
-8,466
2461
$1.57M ﹤0.01%
40,738
-5,010
2462
$1.56M ﹤0.01%
106,522
+10,363
2463
$1.56M ﹤0.01%
58,906
-1,828
2464
$1.56M ﹤0.01%
59,572
-7,265
2465
$1.56M ﹤0.01%
96,840
+6,035
2466
$1.56M ﹤0.01%
28,905
+14,588
2467
$1.56M ﹤0.01%
107,451
-65,419
2468
$1.56M ﹤0.01%
32,471
+1,853
2469
$1.56M ﹤0.01%
63,461
-17,502
2470
$1.55M ﹤0.01%
89,801
-5,090
2471
$1.55M ﹤0.01%
65,355
+11,280
2472
$1.55M ﹤0.01%
36,914
-14,448
2473
$1.55M ﹤0.01%
113,202
+2,133
2474
$1.55M ﹤0.01%
56,601
+5,440
2475
$1.55M ﹤0.01%
138,464
+58,971
97 98
99
100 101