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
51
$786M 0.42%
10,067,063
+258,463
52
$775M 0.41%
2,309,087
-1,156
53
$724M 0.39%
5,245,193
+206,244
54
$712M 0.38%
16,424,838
+2,850,323
55
$706M 0.38%
16,724,979
+811,306
56
$684M 0.37%
11,805,953
+489,829
57
$673M 0.36%
16,535,194
-2,028,508
58
$671M 0.36%
7,244,852
+527,218
59
$665M 0.36%
15,933,024
-2,546,304
60
$657M 0.35%
25,302,014
+17,399,454
61
$654M 0.35%
23,204,284
-1,804,400
62
$652M 0.35%
2,387,112
-5,942
63
$650M 0.35%
24,460,083
-1,303,676
64
$638M 0.34%
3,080,540
+70,574
65
$634M 0.34%
2,147,627
+16,120
66
$633M 0.34%
5,336,150
+1,319,238
67
$633M 0.34%
5,213,837
+123,407
68
$621M 0.33%
12,710,104
-440,195
69
$617M 0.33%
22,287,326
-157,201
70
$614M 0.33%
11,036,397
-895,434
71
$610M 0.33%
5,607,266
+710,580
72
$601M 0.32%
5,645,315
+564,265
73
$592M 0.32%
11,049,422
+331,870
74
$590M 0.32%
3,729,665
-11,923
75
$584M 0.31%
11,600,519
+1,447,808
1 2
3
4 5