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
901
$20.7M 0.01%
386,810
+318,997
902
$20.7M 0.01%
1,013,298
+29,523
903
$20.7M 0.01%
+123,075
904
$20.6M 0.01%
954,720
-5,498
905
$20.6M 0.01%
787,077
+111,489
906
$20.6M 0.01%
2,300,251
-8,447
907
$20.5M 0.01%
2,564,060
-116,327
908
$20.5M 0.01%
3,056,835
+34,863
909
$20.5M 0.01%
1,761,738
+40,440
910
$20.5M 0.01%
192,960
-129,760
911
$20.4M 0.01%
455,034
-17,660
912
$20.4M 0.01%
215,778
-4,471
913
$20.3M 0.01%
194,056
-8,477
914
$20.3M 0.01%
528,692
-73,386
915
$20.3M 0.01%
841,287
+97,018
916
$20.2M 0.01%
222,449
-91,670
917
$20.2M 0.01%
1,936,794
+1,837,154
918
$20.2M 0.01%
565,963
-46,534
919
$20.1M 0.01%
497,015
+246,430
920
$20.1M 0.01%
638,105
+249,205
921
$20M 0.01%
729,266
-10,765
922
$20M 0.01%
323,855
-71,370
923
$20M 0.01%
1,589,237
+172,576
924
$20M 0.01%
1,004,705
+955,496
925
$20M 0.01%
899,720
+438,677
35 36
37
38 39