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
3601
$447K ﹤0.01%
8,094
+4,962
3602
$446K ﹤0.01%
8,351
+208
3603
$445K ﹤0.01%
13,802
-74,930
3604
$445K ﹤0.01%
5,201
+2,167
3605
$445K ﹤0.01%
825
+104
3606
$444K ﹤0.01%
+1,740
3607
$444K ﹤0.01%
3,713
-1,290
3608
$443K ﹤0.01%
12,309
+10,384
3609
$443K ﹤0.01%
10,839
-691
3610
$441K ﹤0.01%
10,196
+4,419
3611
$440K ﹤0.01%
7,520
-2,241
3612
$439K ﹤0.01%
19,469
-1,016
3613
$438K ﹤0.01%
10,070
+3,844
3614
$438K ﹤0.01%
31,074
+1,598
3615
$437K ﹤0.01%
10,070
+1,538
3616
$437K ﹤0.01%
17,538
+16,186
3617
$437K ﹤0.01%
5,568
+4,418
3618
$436K ﹤0.01%
10,720
-17,860
3619
$435K ﹤0.01%
43,458
+256
3620
$435K ﹤0.01%
10,102
+3,513
3621
$435K ﹤0.01%
18,273
+4,353
3622
$435K ﹤0.01%
21,367
+447
3623
$434K ﹤0.01%
29,441
+28,786
3624
$434K ﹤0.01%
22,673
-4,664
3625
$432K ﹤0.01%
64,720
+9,527
143 144
145
146 147