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
526
$49M 0.03%
1,732,239
-68,297
527
$48.3M 0.03%
706,319
+14,233
528
$48.2M 0.03%
980,225
-311,599
529
$48M 0.03%
455,526
-27,493
530
$47.9M 0.03%
506,074
+81,129
531
$47.8M 0.03%
839,764
+106,267
532
$47.7M 0.03%
351,137
+6,549
533
$47.6M 0.03%
353,475
-35,368
534
$47.4M 0.03%
1,009,763
+75,501
535
$47.4M 0.03%
1,147,574
-156,876
536
$47.3M 0.03%
456,201
-345,001
537
$46.9M 0.03%
2,343,584
-5,347,968
538
$46.9M 0.03%
1,303,839
+586,580
539
$46.9M 0.03%
403,562
-120,187
540
$46.6M 0.02%
743,820
-37,422
541
$46.6M 0.02%
1,016,748
-79,393
542
$46.6M 0.02%
849,660
+98,149
543
$46.5M 0.02%
1,457,487
+324,869
544
$46.3M 0.02%
1,201,053
-283,410
545
$46.2M 0.02%
1,613,122
+104,000
546
$46.1M 0.02%
964,131
+44,220
547
$45.7M 0.02%
649,717
-224,236
548
$45.7M 0.02%
11,230,066
+3,445,095
549
$45.5M 0.02%
2,603,271
-920,527
550
$45.5M 0.02%
461,005
+87,000
20 21
22
23 24