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
1
$7.73B 6.11%
37,547,117
+14,068,697
2
$2.52B 1.99%
80,253,716
+5,003,484
3
$2.23B 1.76%
105,223,757
+13,480,934
4
$1.32B 1.05%
29,964,051
-343,339
5
$1.22B 0.97%
19,264,250
+8,514,570
6
$1.21B 0.96%
9,707,997
+4,089,987
7
$994M 0.79%
10,199,078
-973,204
8
$952M 0.75%
30,908,108
+7,814,614
9
$910M 0.72%
7,142,905
-151,297
10
$895M 0.71%
33,618,220
-3,630,125
11
$886M 0.7%
29,116,401
-437,154
12
$830M 0.66%
12,245,174
-3,752,403
13
$803M 0.64%
12,405,269
-10,422,703
14
$763M 0.6%
35,636,066
-20,962,632
15
$746M 0.59%
10,689,222
+530,662
16
$744M 0.59%
6,357,576
+546,492
17
$705M 0.56%
23,597,449
-474,010
18
$688M 0.54%
14,209,552
+509,673
19
$682M 0.54%
4,915,027
+6,803
20
$675M 0.53%
6,311,571
-3,507,508
21
$664M 0.53%
8,170,534
-147,814
22
$660M 0.52%
10,536,764
-2,069,572
23
$626M 0.5%
11,129,033
-1,657,014
24
$625M 0.49%
10,104,615
+6,799,286
25
$619M 0.49%
8,347,502
+155,287
1
2 3 4 5