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
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,347
New
Increased
Reduced
Closed

Top Buys

1
+$672M
2
+$437M
3
+$287M
4
PX
Praxair Inc
PX
+$282M
5
V icon
Visa
V
+$201M

Top Sells

1
+$438M
2
+$277M
3
+$180M
4
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$178M
5
TE
TECO ENERGY INC
TE
+$176M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3B 8.27%
52,073,727
+58,497
2
$2B 1.47%
146,802,236
-2,533,423
3
$1.81B 1.33%
64,184,196
+2,654,204
4
$1.69B 1.24%
28,578,729
+514,169
5
$1.51B 1.11%
26,253,411
-546,543
6
$1.31B 0.96%
34,780,397
+1,449,135
7
$1.15B 0.85%
13,211,581
+1,410,898
8
$1.01B 0.74%
7,821,494
+98,401
9
$952M 0.7%
7,574,311
+3,434,481
10
$951M 0.7%
6,702,729
-66,107
11
$945M 0.69%
7,363,467
+131,355
12
$932M 0.68%
7,504,002
+421,669
13
$925M 0.68%
7,832,661
-156,893
14
$897M 0.66%
8,053,336
+196,581
15
$874M 0.64%
8,031,639
+385,455
16
$871M 0.64%
10,078,203
+62,059
17
$865M 0.63%
21,506,420
-2,052,400
18
$858M 0.63%
10,191,776
-234,390
19
$829M 0.61%
12,451,388
+515,977
20
$822M 0.6%
12,851,368
+401,626
21
$803M 0.59%
7,144,338
+153,770
22
$797M 0.59%
7,099,765
+707,975
23
$783M 0.57%
6,356,800
-1,231,196
24
$777M 0.57%
8,364,425
-20,972
25
$773M 0.57%
16,945,489
+6,452,706
1
2 3 4 5