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
2576
$1.88M ﹤0.01%
24,663
-53,821
2577
$1.88M ﹤0.01%
87,642
-16,297
2578
$1.88M ﹤0.01%
80,294
-109,020
2579
$1.88M ﹤0.01%
131,022
+23,319
2580
$1.88M ﹤0.01%
1,007,920
+1,007,524
2581
$1.87M ﹤0.01%
47,589
+5,752
2582
$1.87M ﹤0.01%
2,999
+2,925
2583
$1.87M ﹤0.01%
44,347
-84,734
2584
$1.87M ﹤0.01%
42,476
-12,873
2585
$1.86M ﹤0.01%
28,523
-6,916
2586
$1.86M ﹤0.01%
298,609
+238
2587
$1.85M ﹤0.01%
67,936
-2,106
2588
$1.85M ﹤0.01%
120,302
-16,502
2589
$1.85M ﹤0.01%
36,866
-93,920
2590
$1.85M ﹤0.01%
187,157
-16,994
2591
$1.85M ﹤0.01%
18,291
+2,118
2592
$1.84M ﹤0.01%
21,942
+4,188
2593
$1.84M ﹤0.01%
54,877
+13,876
2594
$1.84M ﹤0.01%
25,189
-1,489
2595
$1.83M ﹤0.01%
36,384
-3,209
2596
$1.83M ﹤0.01%
82,468
+42,594
2597
$1.81M ﹤0.01%
18,695
+624
2598
$1.81M ﹤0.01%
30,617
+12,921
2599
$1.81M ﹤0.01%
196,340
+15,110
2600
$1.81M ﹤0.01%
78,535
+18,257
102 103
104
105 106