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
676
$33.7M 0.02%
943,342
+314,423
677
$33.7M 0.02%
1,007,142
+86,142
678
$33.6M 0.02%
147,965
+12,515
679
$33.6M 0.02%
940,500
-168,045
680
$33.6M 0.02%
2,381,241
+107,767
681
$33.5M 0.02%
81,984
+15,213
682
$33.3M 0.02%
320,435
+182,218
683
$33.2M 0.02%
152,352
+3,763
684
$33.2M 0.02%
590,257
-15,028
685
$33.2M 0.02%
3,121,731
+2,844,263
686
$33.1M 0.02%
1,747,371
+45,560
687
$33M 0.02%
653,144
+44,912
688
$32.9M 0.02%
297,875
+22,292
689
$32.9M 0.02%
1,933,653
-107,607
690
$32.8M 0.02%
376,742
+13,961
691
$32.8M 0.02%
912,844
+139,683
692
$32.8M 0.02%
249,411
+111,482
693
$32.8M 0.02%
641,603
-94,802
694
$32.8M 0.02%
555,374
-49,615
695
$32.7M 0.02%
303,344
+564
696
$32.6M 0.02%
349,108
+15,340
697
$32.6M 0.02%
1,716,108
-220,122
698
$32.6M 0.02%
570,197
+18,078
699
$32.5M 0.02%
554,197
-57,385
700
$32.5M 0.02%
3,221,770
+136,158
26 27
28
29 30