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
451
$59.4M 0.03%
1,156,140
+545,882
452
$59.2M 0.03%
1,174,796
-81,534
453
$59.1M 0.03%
1,215,333
+52,082
454
$58.9M 0.03%
862,655
+238,716
455
$58.7M 0.03%
725,320
-106,633
456
$58.6M 0.03%
848,663
-129,518
457
$58.4M 0.03%
1,616,018
-587,697
458
$58.4M 0.03%
1,142,961
-105,940
459
$58.4M 0.03%
416,783
+24,069
460
$58.3M 0.03%
442,813
+222,534
461
$58.3M 0.03%
1,018,176
-33,533
462
$57.8M 0.03%
441,156
-198,542
463
$57.7M 0.03%
3,044,230
-172,876
464
$57.5M 0.03%
1,331,984
+169,919
465
$57.5M 0.03%
784,537
+6,878
466
$57.4M 0.03%
2,752,919
-3,277,076
467
$57.2M 0.03%
1,569,375
+45,738
468
$56.8M 0.03%
190,837
+34,682
469
$56.5M 0.03%
2,393,274
-335,807
470
$56.4M 0.03%
183,283
-155,664
471
$56.3M 0.03%
1,551,992
-129,037
472
$56M 0.03%
755,851
-92,740
473
$55.9M 0.03%
413,668
-8,590
474
$55.8M 0.03%
1,063,234
-114,877
475
$55.7M 0.03%
597,833
-108,705
17 18
19
20 21