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
26
$1.15B 0.62%
2,304,591
+75,482
27
$1.14B 0.61%
46,117,601
+14,417,828
28
$1.13B 0.6%
26,159,528
-677,458
29
$1.09B 0.59%
4,487,971
-46,950
30
$1.09B 0.58%
4,439,520
+982,145
31
$1.06B 0.57%
24,769,550
+477,915
32
$1.06B 0.56%
32,164,321
+1,174,526
33
$1.03B 0.55%
9,830,717
-228,070
34
$998M 0.53%
12,067,890
+1,595,741
35
$987M 0.53%
7,030,117
+15,318
36
$937M 0.5%
6,614,779
+746,750
37
$924M 0.49%
6,422,328
+108,646
38
$914M 0.49%
5,832,342
-517,010
39
$912M 0.49%
23,411,655
+663,880
40
$885M 0.47%
7,720,590
-654,940
41
$862M 0.46%
4,648,106
+555,594
42
$857M 0.46%
35,323,772
+11,731,425
43
$857M 0.46%
19,529,624
-355,100
44
$843M 0.45%
44,255,484
-3,525,966
45
$833M 0.45%
12,846,641
-785,459
46
$816M 0.44%
4,984,864
-1,209,231
47
$815M 0.44%
12,160,207
+1,235,204
48
$796M 0.43%
23,118,177
+1,071,890
49
$793M 0.42%
4,770,018
-350,678
50
$792M 0.42%
7,182,613
-1,419,868
1
2
3 4 5