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
-$828M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,370
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$501M
3
+$318M
4
LMT icon
Lockheed Martin
LMT
+$279M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$256M

Top Sells

1
+$530M
2
+$326M
3
+$261M
4
ITW icon
Illinois Tool Works
ITW
+$260M
5
WYNN icon
Wynn Resorts
WYNN
+$258M

Sector Composition

1 Financials 8.35%
2 Healthcare 8.07%
3 Technology 7.34%
4 Industrials 6.91%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3B 9.14%
55,121,553
+17,263,525
2
$2.18B 1.76%
136,172,524
+30,865,287
3
$1.87B 1.51%
68,453,388
-2,917,292
4
$1.49B 1.21%
26,144,871
+5,766,069
5
$1.42B 1.15%
25,791,739
-2,303,117
6
$1.04B 0.84%
6,857,924
-628,974
7
$985M 0.79%
7,378,410
+47,080
8
$980M 0.79%
30,290,145
-7,018,891
9
$940M 0.76%
8,499,585
-2,039,430
10
$898M 0.72%
8,296,449
-67,944
11
$812M 0.66%
21,282,820
+280,860
12
$808M 0.65%
9,758,519
+623,804
13
$786M 0.63%
7,666,138
-247,303
14
$775M 0.63%
9,271,774
+438,113
15
$769M 0.62%
6,468,151
+933,600
16
$759M 0.61%
16,363,492
+1,296,424
17
$757M 0.61%
5,959,625
+184,118
18
$755M 0.61%
6,616,143
-938,472
19
$749M 0.6%
11,884,636
+1,152,870
20
$713M 0.58%
6,434,561
+1,440,084
21
$706M 0.57%
9,412,577
+434,344
22
$688M 0.56%
5,476,535
-364,705
23
$687M 0.55%
11,594,901
-281,295
24
$666M 0.54%
6,349,679
-575,112
25
$662M 0.53%
22,371,641
+594,015
1
2 3 4 5