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
751
$27.9M 0.01%
208,143
-16,888
752
$27.9M 0.01%
1,632,921
+932,738
753
$27.9M 0.01%
2,100,949
+106,145
754
$27.9M 0.01%
340,947
-59,037
755
$27.9M 0.01%
2,318,854
-1,846
756
$27.8M 0.01%
892,030
+671,592
757
$27.8M 0.01%
1,419,989
+267,508
758
$27.8M 0.01%
405,612
+9,043
759
$27.8M 0.01%
202,668
-106,591
760
$27.8M 0.01%
904,772
-199,226
761
$27.7M 0.01%
674,540
+9,716
762
$27.4M 0.01%
1,793,310
+539,765
763
$27.4M 0.01%
634,656
-66,594
764
$27.4M 0.01%
982,316
+483,274
765
$27.4M 0.01%
740,063
-51,580
766
$27.4M 0.01%
1,726,550
+119,620
767
$27.3M 0.01%
162,991
-34,194
768
$27.3M 0.01%
574,510
+69,181
769
$27M 0.01%
1,208,475
+700,907
770
$26.9M 0.01%
270,195
-753
771
$26.8M 0.01%
517,280
-58,409
772
$26.6M 0.01%
341,466
+31,412
773
$26.5M 0.01%
1,167,822
-112,330
774
$26.5M 0.01%
1,892,974
+74,344
775
$26.4M 0.01%
1,084,569
+283,323
29 30
31
32 33