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
3576
$459K ﹤0.01%
34,984
+7,983
3577
$457K ﹤0.01%
22,531
+10,517
3578
$457K ﹤0.01%
1,224
-807
3579
$457K ﹤0.01%
172,960
-84,518
3580
$456K ﹤0.01%
13,202
+3,221
3581
$456K ﹤0.01%
25,782
-55,974
3582
$456K ﹤0.01%
15,621
-1,437
3583
$456K ﹤0.01%
36,426
-1,927
3584
$455K ﹤0.01%
35,666
-12,693
3585
$454K ﹤0.01%
32,759
+7,150
3586
$454K ﹤0.01%
31,531
-3,063
3587
$454K ﹤0.01%
23,066
+14,752
3588
$454K ﹤0.01%
43,208
-507
3589
$452K ﹤0.01%
18,583
+16,205
3590
$451K ﹤0.01%
33,140
-169,625
3591
$451K ﹤0.01%
42,852
-4,391
3592
$450K ﹤0.01%
9,314
-31,937
3593
$449K ﹤0.01%
5,626
-4,117
3594
$449K ﹤0.01%
21,828
+4,680
3595
$448K ﹤0.01%
51,699
-22,258
3596
$448K ﹤0.01%
8,978
+2,287
3597
$447K ﹤0.01%
5,977
-2,472
3598
$447K ﹤0.01%
7,597
+332
3599
$447K ﹤0.01%
16,352
-234,830
3600
$447K ﹤0.01%
28,513
-61,242
142 143
144
145 146