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
6726
$2K ﹤0.01%
27
+2
6727
$2K ﹤0.01%
10
-11
6728
$2K ﹤0.01%
+4,900
6729
$2K ﹤0.01%
100
6730
$2K ﹤0.01%
22
-43
6731
$2K ﹤0.01%
3
-18
6732
$2K ﹤0.01%
+236
6733
$2K ﹤0.01%
57
6734
$2K ﹤0.01%
860
-28,442
6735
$2K ﹤0.01%
7
-302
6736
$2K ﹤0.01%
250
-1,081
6737
$2K ﹤0.01%
957
-1,055
6738
$2K ﹤0.01%
190
-986
6739
$2K ﹤0.01%
+637
6740
$2K ﹤0.01%
1
-4
6741
$2K ﹤0.01%
+7
6742
$2K ﹤0.01%
+100
6743
$2K ﹤0.01%
2,175
+2,172
6744
$2K ﹤0.01%
400
-567
6745
$2K ﹤0.01%
67
+27
6746
$2K ﹤0.01%
22
+4
6747
$2K ﹤0.01%
17,522
+2,393
6748
$2K ﹤0.01%
51
+1
6749
$2K ﹤0.01%
80
+79
6750
$2K ﹤0.01%
473
-2,427
268 269
270
271 272