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
3801
$326K ﹤0.01%
14,354
+140
3802
$326K ﹤0.01%
35,500
-3,100
3803
$325K ﹤0.01%
13,759
+2,632
3804
$325K ﹤0.01%
+10,454
3805
$324K ﹤0.01%
10,462
+9,521
3806
$324K ﹤0.01%
5,191
+1,864
3807
$322K ﹤0.01%
9,912
+5,649
3808
$322K ﹤0.01%
9,106
+2,967
3809
$321K ﹤0.01%
34,723
-7,317
3810
$320K ﹤0.01%
9,721
+651
3811
$319K ﹤0.01%
13,912
+12,113
3812
$319K ﹤0.01%
+8,714
3813
$319K ﹤0.01%
16,539
-1,038
3814
$319K ﹤0.01%
36,743
+17,242
3815
$318K ﹤0.01%
5,142
+4,907
3816
$318K ﹤0.01%
15,660
+3,486
3817
$317K ﹤0.01%
9,947
+303
3818
$317K ﹤0.01%
16,773
+14,223
3819
$316K ﹤0.01%
10,130
+4,017
3820
$316K ﹤0.01%
12,796
+5,407
3821
$316K ﹤0.01%
3,723
+869
3822
$316K ﹤0.01%
43,883
-398,175
3823
$316K ﹤0.01%
7,292
+2,020
3824
$316K ﹤0.01%
2,313
-41,658
3825
$315K ﹤0.01%
24,751
+968
151 152
153
154 155