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
476
$55.6M 0.03%
1,832,938
+189,483
477
$55.6M 0.03%
1,388,934
+3,814
478
$55.4M 0.03%
4,376,304
+90,253
479
$55.1M 0.03%
128,275
+39,707
480
$55M 0.03%
569,159
+39,704
481
$54.8M 0.03%
2,804,221
-297,185
482
$54.7M 0.03%
1,084,654
-177,601
483
$54.3M 0.03%
735,999
-173,265
484
$54.3M 0.03%
1,100,667
+648,473
485
$54.3M 0.03%
1,834,319
-627,788
486
$54.3M 0.03%
794,328
-138,263
487
$53.3M 0.03%
2,868,525
+1,723,394
488
$53.3M 0.03%
591,561
+23,147
489
$53.2M 0.03%
2,351,790
-37,806
490
$53.1M 0.03%
1,196,552
-138,601
491
$52.9M 0.03%
425,563
+23,882
492
$52.8M 0.03%
530,543
+2,921
493
$52.7M 0.03%
1,785,827
-162,655
494
$52.7M 0.03%
1,199,510
-148,015
495
$52.6M 0.03%
935,476
+27,043
496
$52.5M 0.03%
524,793
-27,274
497
$52.4M 0.03%
1,435,300
+344,452
498
$52M 0.03%
835,451
-53,679
499
$51.9M 0.03%
866,138
+249,514
500
$51.9M 0.03%
1,885,234
-517,295
18 19
20
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