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
3676
$398K ﹤0.01%
11,218
+2,077
3677
$396K ﹤0.01%
6,401
+525
3678
$396K ﹤0.01%
35,359
+2,409
3679
$396K ﹤0.01%
9,711
-2,354
3680
$395K ﹤0.01%
9,715
-3,185
3681
$395K ﹤0.01%
34,296
-42,024
3682
$395K ﹤0.01%
45,212
-4,571
3683
$394K ﹤0.01%
15,702
+5,893
3684
$393K ﹤0.01%
15,367
-86,437
3685
$392K ﹤0.01%
20,194
-5,814
3686
$392K ﹤0.01%
20,367
+4,651
3687
$392K ﹤0.01%
15,948
+13,404
3688
$392K ﹤0.01%
15,221
+1,654
3689
$391K ﹤0.01%
+23,265
3690
$391K ﹤0.01%
6,194
+57
3691
$390K ﹤0.01%
15,708
+14,312
3692
$388K ﹤0.01%
42,440
-13,598
3693
$386K ﹤0.01%
61,807
-6,170
3694
$386K ﹤0.01%
31,096
+1,252
3695
$385K ﹤0.01%
+23,740
3696
$385K ﹤0.01%
4,544
+1,109
3697
$385K ﹤0.01%
10,227
+2,526
3698
$385K ﹤0.01%
20,149
-21,786
3699
$385K ﹤0.01%
23,953
-27,924
3700
$384K ﹤0.01%
16,719
+6,786
146 147
148
149 150