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
2951
$1.15M ﹤0.01%
50,542
+19,339
2952
$1.15M ﹤0.01%
84,503
-30,237
2953
$1.14M ﹤0.01%
30,821
+25,940
2954
$1.14M ﹤0.01%
22,528
+15,887
2955
$1.14M ﹤0.01%
36,982
-3,792
2956
$1.14M ﹤0.01%
93,214
+21,620
2957
$1.14M ﹤0.01%
67,827
-54,941
2958
$1.14M ﹤0.01%
67,341
-116,215
2959
$1.14M ﹤0.01%
14,907
+10,706
2960
$1.14M ﹤0.01%
179,367
-710,835
2961
$1.14M ﹤0.01%
15,675
+3,557
2962
$1.13M ﹤0.01%
37,122
-1,689
2963
$1.13M ﹤0.01%
35,286
-81,390
2964
$1.13M ﹤0.01%
11,637
+1,505
2965
$1.13M ﹤0.01%
23,947
-12,961
2966
$1.12M ﹤0.01%
33,456
+12,891
2967
$1.12M ﹤0.01%
139,050
+31,314
2968
$1.12M ﹤0.01%
86,043
-27,467
2969
$1.12M ﹤0.01%
87,392
+6,185
2970
$1.12M ﹤0.01%
23,024
+2,517
2971
$1.12M ﹤0.01%
66,306
-314
2972
$1.12M ﹤0.01%
17,338
+3,755
2973
$1.12M ﹤0.01%
20,037
+1,423
2974
$1.11M ﹤0.01%
50,189
+20,526
2975
$1.11M ﹤0.01%
61,645
-180,470
117 118
119
120 121