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
2976
$1.11M ﹤0.01%
22,524
-25,328
2977
$1.11M ﹤0.01%
60,414
-22,856
2978
$1.11M ﹤0.01%
40,403
-153,693
2979
$1.11M ﹤0.01%
39,255
+4,472
2980
$1.11M ﹤0.01%
36,044
+23,267
2981
$1.1M ﹤0.01%
46,080
+1,850
2982
$1.1M ﹤0.01%
34,344
-11,382
2983
$1.1M ﹤0.01%
201,139
+18,075
2984
$1.1M ﹤0.01%
14,459
-2,179
2985
$1.1M ﹤0.01%
9,379
-2,373
2986
$1.1M ﹤0.01%
24,688
+4,707
2987
$1.1M ﹤0.01%
16,656
+2,736
2988
$1.1M ﹤0.01%
52,680
-1,784
2989
$1.1M ﹤0.01%
92,784
+2,912
2990
$1.1M ﹤0.01%
+45,228
2991
$1.1M ﹤0.01%
187,765
+128,113
2992
$1.1M ﹤0.01%
23,514
+132
2993
$1.1M ﹤0.01%
56,362
-9,301
2994
$1.09M ﹤0.01%
19,584
+4,728
2995
$1.09M ﹤0.01%
37,785
-12,079
2996
$1.09M ﹤0.01%
49,913
-199,004
2997
$1.09M ﹤0.01%
76,563
-132,181
2998
$1.09M ﹤0.01%
46,273
+2,101
2999
$1.08M ﹤0.01%
14,371
+8,429
3000
$1.08M ﹤0.01%
64,033
+4,012
118 119
120
121 122