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
2551
$1.96M ﹤0.01%
70,963
-71,866
2552
$1.96M ﹤0.01%
506,591
-9,438
2553
$1.95M ﹤0.01%
74,693
-22,665
2554
$1.95M ﹤0.01%
40,478
-3,120
2555
$1.95M ﹤0.01%
27,011
-121
2556
$1.94M ﹤0.01%
75,073
-7,326
2557
$1.94M ﹤0.01%
95,001
+59,854
2558
$1.94M ﹤0.01%
50,149
-29,408
2559
$1.93M ﹤0.01%
28,303
+1,289
2560
$1.93M ﹤0.01%
101,732
+55,145
2561
$1.93M ﹤0.01%
87,764
+78,480
2562
$1.93M ﹤0.01%
255,828
-40,647
2563
$1.93M ﹤0.01%
121,403
-105,360
2564
$1.92M ﹤0.01%
168,314
-6,599
2565
$1.92M ﹤0.01%
62,461
-165,931
2566
$1.91M ﹤0.01%
51,595
+11,779
2567
$1.91M ﹤0.01%
73,828
+1,986
2568
$1.91M ﹤0.01%
42,133
+1,052
2569
$1.9M ﹤0.01%
184,298
+28,445
2570
$1.9M ﹤0.01%
141,581
+109,349
2571
$1.9M ﹤0.01%
39,894
+8,802
2572
$1.9M ﹤0.01%
168,314
+58,299
2573
$1.89M ﹤0.01%
24,924
+1,119
2574
$1.89M ﹤0.01%
23,226
-2,296
2575
$1.88M ﹤0.01%
33,739
+14,455
101 102
103
104 105