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
2926
$1.17M ﹤0.01%
88,706
+28,623
2927
$1.17M ﹤0.01%
45,945
-8,524
2928
$1.17M ﹤0.01%
68,615
+68,129
2929
$1.16M ﹤0.01%
113,517
-18,520
2930
$1.16M ﹤0.01%
25,404
+1,333
2931
$1.16M ﹤0.01%
12,819
-10,275
2932
$1.16M ﹤0.01%
26,117
-165,020
2933
$1.16M ﹤0.01%
14,055
+886
2934
$1.16M ﹤0.01%
45,498
+22,690
2935
$1.16M ﹤0.01%
3,278
-2,235
2936
$1.16M ﹤0.01%
29,089
+1,538
2937
$1.16M ﹤0.01%
58,180
+2,334
2938
$1.16M ﹤0.01%
16,709
-2,022
2939
$1.16M ﹤0.01%
42,434
-43,763
2940
$1.16M ﹤0.01%
10,015
+3,456
2941
$1.16M ﹤0.01%
27,127
+25,270
2942
$1.15M ﹤0.01%
7,654
-2,714
2943
$1.15M ﹤0.01%
38,025
+4,516
2944
$1.15M ﹤0.01%
96,938
-15,970
2945
$1.15M ﹤0.01%
101,410
+92,252
2946
$1.15M ﹤0.01%
20,427
+9,856
2947
$1.15M ﹤0.01%
9,105
-9,737
2948
$1.15M ﹤0.01%
2,838
-154
2949
$1.15M ﹤0.01%
16,328
-35,294
2950
$1.15M ﹤0.01%
1,264
-438
116 117
118
119 120