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
501
$51.7M 0.03%
859,606
-110,183
502
$51.6M 0.03%
4,103,967
-35,085
503
$51.6M 0.03%
1,380,215
-69,354
504
$51.1M 0.03%
598,703
-2,562,170
505
$51M 0.03%
375,863
-7,610
506
$51M 0.03%
1,697,296
+762,972
507
$50.9M 0.03%
187,496
-8,966
508
$50.8M 0.03%
528,048
-65,736
509
$50.8M 0.03%
996,310
+74,907
510
$50.4M 0.03%
710,017
-6,739
511
$50.3M 0.03%
1,066,915
-96,012
512
$50.2M 0.03%
1,152,260
+21,752
513
$50.2M 0.03%
231,430
-1,316
514
$50M 0.03%
534,859
-42,168
515
$50M 0.03%
1,099,134
+444,498
516
$49.9M 0.03%
2,931,541
+475,697
517
$49.8M 0.03%
1,116,718
+167,501
518
$49.7M 0.03%
1,389,585
+175,873
519
$49.7M 0.03%
897,980
+14,292
520
$49.6M 0.03%
1,997,902
-153,480
521
$49.6M 0.03%
3,016,360
+122,371
522
$49.5M 0.03%
1,408,931
+918,435
523
$49.3M 0.03%
755,289
-94,866
524
$49.3M 0.03%
1,682,502
+112,963
525
$49M 0.03%
836,218
+8,451
19 20
21
22 23