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
5526
$27K ﹤0.01%
+1,006
5527
$27K ﹤0.01%
2,591
+736
5528
$27K ﹤0.01%
222
+1
5529
$27K ﹤0.01%
3,269
-275
5530
$27K ﹤0.01%
524
+236
5531
$27K ﹤0.01%
273
-421
5532
$27K ﹤0.01%
2,609
+1,606
5533
$27K ﹤0.01%
+1
5534
$27K ﹤0.01%
4,086
-82,477
5535
$27K ﹤0.01%
+30
5536
$27K ﹤0.01%
354
+303
5537
$27K ﹤0.01%
532
-33
5538
$27K ﹤0.01%
2,058
+808
5539
$27K ﹤0.01%
916
-37
5540
$27K ﹤0.01%
20,489
+18,510
5541
$27K ﹤0.01%
1,108
-384
5542
$27K ﹤0.01%
255
5543
$27K ﹤0.01%
5,310
-52,916
5544
$27K ﹤0.01%
839
+488
5545
$27K ﹤0.01%
778
+4
5546
$27K ﹤0.01%
1,056
+1,023
5547
$27K ﹤0.01%
2,674
-1,400
5548
$27K ﹤0.01%
1,000
-219
5549
$27K ﹤0.01%
1,085
-41
5550
$27K ﹤0.01%
+5,863
220 221
222
223 224