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
6751
$2K ﹤0.01%
1,645
+100
6752
$2K ﹤0.01%
600
6753
$2K ﹤0.01%
+1,303
6754
$2K ﹤0.01%
+143
6755
$2K ﹤0.01%
117
-1,459
6756
$2K ﹤0.01%
4,066
-2,683
6757
$2K ﹤0.01%
54
6758
$2K ﹤0.01%
1,892
-81,409
6759
$2K ﹤0.01%
1,009
-5,153
6760
$2K ﹤0.01%
1,777
-5,111
6761
$2K ﹤0.01%
150
-1,000
6762
$2K ﹤0.01%
386
-844
6763
$2K ﹤0.01%
87
-445
6764
$2K ﹤0.01%
72
-500
6765
$2K ﹤0.01%
817
-167
6766
$2K ﹤0.01%
160,033
+136,033
6767
$2K ﹤0.01%
100
6768
$2K ﹤0.01%
71
6769
$2K ﹤0.01%
4,010
-40,536
6770
$2K ﹤0.01%
549
-446
6771
$2K ﹤0.01%
1,513
-9,257
6772
$2K ﹤0.01%
100
-460
6773
$2K ﹤0.01%
30
-132
6774
$2K ﹤0.01%
116
+61
6775
$2K ﹤0.01%
74
+64
269 270
271
272 273