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
551
$45.3M 0.02%
273,844
+49,291
552
$45.3M 0.02%
871,966
+332,713
553
$45.2M 0.02%
723,293
-27,300
554
$45.1M 0.02%
331,674
-122,292
555
$45M 0.02%
1,585,541
+686,838
556
$44.9M 0.02%
2,245,561
-926,012
557
$44.8M 0.02%
679,085
+8,897
558
$44.8M 0.02%
3,074,481
+769,438
559
$44.6M 0.02%
993,164
+992,025
560
$44.3M 0.02%
716,617
+103,475
561
$44M 0.02%
983,392
+262,920
562
$43.8M 0.02%
887,189
+188,622
563
$43.8M 0.02%
310,494
+76,624
564
$43.7M 0.02%
1,104,513
+163,247
565
$43.6M 0.02%
1,295,742
+191,146
566
$43.5M 0.02%
217,402
+23,042
567
$43.1M 0.02%
1,288,928
-92,880
568
$43.1M 0.02%
2,495,512
-86,589
569
$43M 0.02%
937,796
-2,320
570
$43M 0.02%
468,470
+165,345
571
$42.9M 0.02%
505,835
-29,669
572
$42.8M 0.02%
807,100
-129,698
573
$42.8M 0.02%
840,227
-519,332
574
$42.7M 0.02%
631,158
+476,068
575
$42.5M 0.02%
405,745
+35,062
21 22
23
24 25