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
3201
$806K ﹤0.01%
33,405
+3,488
3202
$805K ﹤0.01%
21,559
-124,777
3203
$805K ﹤0.01%
15,077
+1,753
3204
$803K ﹤0.01%
16,805
-4,671
3205
$802K ﹤0.01%
20,120
+18,911
3206
$802K ﹤0.01%
19,918
+14,277
3207
$801K ﹤0.01%
9,814
+156
3208
$799K ﹤0.01%
36,049
+1,513
3209
$794K ﹤0.01%
9,789
-79
3210
$793K ﹤0.01%
30,388
+2,628
3211
$791K ﹤0.01%
21,577
+8,384
3212
$790K ﹤0.01%
63,486
-1,567
3213
$789K ﹤0.01%
27,669
+6,093
3214
$787K ﹤0.01%
236,394
+5,029
3215
$786K ﹤0.01%
35,659
+28,352
3216
$786K ﹤0.01%
27,853
+1,129
3217
$784K ﹤0.01%
2,961
+1,978
3218
$783K ﹤0.01%
31,207
+6,900
3219
$782K ﹤0.01%
28,966
+2,433
3220
$780K ﹤0.01%
82,201
+18,872
3221
$779K ﹤0.01%
13,431
-258
3222
$777K ﹤0.01%
37,275
+25,514
3223
$776K ﹤0.01%
21,322
+1,488
3224
$775K ﹤0.01%
30,429
-1,405
3225
$774K ﹤0.01%
10,987
+228
127 128
129
130 131