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
2726
$1.53M ﹤0.01%
39,079
+1,546
2727
$1.53M ﹤0.01%
58,105
+5,311
2728
$1.53M ﹤0.01%
23,473
+1,164
2729
$1.53M ﹤0.01%
88,984
-20,941
2730
$1.53M ﹤0.01%
20,846
+9,098
2731
$1.53M ﹤0.01%
17,935
-4,150
2732
$1.53M ﹤0.01%
14,202
+13,353
2733
$1.52M ﹤0.01%
85,162
-77,520
2734
$1.52M ﹤0.01%
38,789
+3,243
2735
$1.52M ﹤0.01%
20,069
-22,932
2736
$1.52M ﹤0.01%
29,342
-22,907
2737
$1.51M ﹤0.01%
77,319
-4,099
2738
$1.51M ﹤0.01%
21,374
-2,666
2739
$1.51M ﹤0.01%
70,720
+1,281
2740
$1.51M ﹤0.01%
95,802
+40,715
2741
$1.51M ﹤0.01%
130,848
-82,979
2742
$1.51M ﹤0.01%
91,253
-4,358
2743
$1.5M ﹤0.01%
145,094
+77,173
2744
$1.5M ﹤0.01%
150,440
-6,100
2745
$1.5M ﹤0.01%
44,560
-38,238
2746
$1.5M ﹤0.01%
33,065
+2,763
2747
$1.5M ﹤0.01%
22,939
-1,125
2748
$1.49M ﹤0.01%
48,748
+6,008
2749
$1.49M ﹤0.01%
42,113
-576
2750
$1.49M ﹤0.01%
145,102
+1,740
108 109
110
111 112