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
2801
$1.39M ﹤0.01%
73,818
-2,958
2802
$1.38M ﹤0.01%
+56,527
2803
$1.38M ﹤0.01%
60,602
-240,008
2804
$1.38M ﹤0.01%
38,946
-10,989
2805
$1.38M ﹤0.01%
24,451
-3,296
2806
$1.38M ﹤0.01%
8,618
+6,578
2807
$1.38M ﹤0.01%
6,527
+934
2808
$1.38M ﹤0.01%
106,869
-50,025
2809
$1.38M ﹤0.01%
47,471
-18,310
2810
$1.37M ﹤0.01%
54,950
-5,880
2811
$1.37M ﹤0.01%
183,977
+29,296
2812
$1.37M ﹤0.01%
27,371
+12
2813
$1.37M ﹤0.01%
108,593
-66,394
2814
$1.37M ﹤0.01%
98,990
-69,283
2815
$1.36M ﹤0.01%
80,067
+47,300
2816
$1.36M ﹤0.01%
+20,630
2817
$1.36M ﹤0.01%
8,381
-61
2818
$1.36M ﹤0.01%
26,857
-53,164
2819
$1.36M ﹤0.01%
40,025
-2,467
2820
$1.36M ﹤0.01%
38,618
-24,486
2821
$1.35M ﹤0.01%
32,271
+6,973
2822
$1.35M ﹤0.01%
107,094
-11,299
2823
$1.35M ﹤0.01%
71,549
+5,084
2824
$1.35M ﹤0.01%
71,478
-4,176
2825
$1.35M ﹤0.01%
31,473
+15,426
111 112
113
114 115