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
2526
$2.01M ﹤0.01%
51,776
-167,024
2527
$2.01M ﹤0.01%
117,624
-46,494
2528
$2.01M ﹤0.01%
355,081
+14,848
2529
$2M ﹤0.01%
43,693
-4,147
2530
$2M ﹤0.01%
89,126
+18,990
2531
$1.99M ﹤0.01%
86,564
+37,245
2532
$1.99M ﹤0.01%
211,092
+2,643
2533
$1.99M ﹤0.01%
156,387
-11,658
2534
$1.99M ﹤0.01%
160,189
-10,423
2535
$1.99M ﹤0.01%
218,124
-1,572
2536
$1.99M ﹤0.01%
44,069
+15,480
2537
$1.99M ﹤0.01%
33,221
-901
2538
$1.99M ﹤0.01%
61,072
-77,732
2539
$1.99M ﹤0.01%
106,078
+37,102
2540
$1.99M ﹤0.01%
17,979
+1,818
2541
$1.98M ﹤0.01%
106,684
+78,745
2542
$1.97M ﹤0.01%
51,834
-3,823
2543
$1.97M ﹤0.01%
17,080
+1,264
2544
$1.97M ﹤0.01%
56,556
+24,452
2545
$1.97M ﹤0.01%
259,943
-5,267
2546
$1.97M ﹤0.01%
145,752
-15,453
2547
$1.96M ﹤0.01%
192,666
-54,307
2548
$1.96M ﹤0.01%
12,326
+228
2549
$1.96M ﹤0.01%
+28,939
2550
$1.96M ﹤0.01%
59,955
+13,846
100 101
102
103 104