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
$187B
AUM Growth
+$9.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,590
New
Increased
Reduced
Closed

Top Buys

1
+$1.01B
2
+$615M
3
+$496M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$438M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$353M

Top Sells

1
+$514M
2
+$421M
3
+$225M
4
IVZ icon
Invesco
IVZ
+$212M
5
MON
Monsanto Co
MON
+$205M

Sector Composition

1 Technology 10.79%
2 Financials 8.99%
3 Healthcare 7.47%
4 Consumer Discretionary 6.62%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$2.06M ﹤0.01%
155,996
+81,606
2502
$2.06M ﹤0.01%
47,116
-154,501
2503
$2.06M ﹤0.01%
38,961
-7,030
2504
$2.06M ﹤0.01%
109,779
+28,534
2505
$2.06M ﹤0.01%
53,483
-15,005
2506
$2.05M ﹤0.01%
79,584
+10,120
2507
$2.05M ﹤0.01%
66,852
+41,837
2508
$2.05M ﹤0.01%
+99,652
2509
$2.05M ﹤0.01%
317,890
+18,735
2510
$2.05M ﹤0.01%
156,091
+475
2511
$2.04M ﹤0.01%
101,761
+85,105
2512
$2.04M ﹤0.01%
119,759
-512
2513
$2.04M ﹤0.01%
24,900
+5,833
2514
$2.04M ﹤0.01%
88,376
-179
2515
$2.04M ﹤0.01%
71,810
-17,252
2516
$2.04M ﹤0.01%
84,113
-5,888
2517
$2.03M ﹤0.01%
58,622
-8,301
2518
$2.03M ﹤0.01%
77,841
-2,787
2519
$2.03M ﹤0.01%
408,786
-27,966
2520
$2.03M ﹤0.01%
24,781
-8,923
2521
$2.02M ﹤0.01%
35,742
-13,592
2522
$2.02M ﹤0.01%
40,032
-56,289
2523
$2.02M ﹤0.01%
30,799
-15,685
2524
$2.02M ﹤0.01%
65,728
+3,136
2525
$2.02M ﹤0.01%
69,389
-2,714
99 100
101
102 103