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
951
$18.9M 0.01%
84,472
-6,973
952
$18.9M 0.01%
288,898
-27,590
953
$18.8M 0.01%
281,829
-128,738
954
$18.8M 0.01%
735,932
+353,369
955
$18.7M 0.01%
882,091
-1,852,632
956
$18.7M 0.01%
421,396
-26,862
957
$18.7M 0.01%
279,630
+40,256
958
$18.7M 0.01%
400,084
-132,978
959
$18.7M 0.01%
1,545,199
-8,891
960
$18.6M 0.01%
845,027
-101,222
961
$18.5M 0.01%
837,514
-13,979
962
$18.5M 0.01%
480,587
+477,283
963
$18.5M 0.01%
+673,461
964
$18.5M 0.01%
5,614,910
-3,648,012
965
$18.4M 0.01%
309,575
+150,695
966
$18.4M 0.01%
188,637
+49,162
967
$18.4M 0.01%
710,165
-121,821
968
$18.3M 0.01%
150,165
+28,279
969
$18.3M 0.01%
150,146
-36,542
970
$18.2M 0.01%
941,141
+413,668
971
$18.2M 0.01%
64,668
-3,727
972
$18.2M 0.01%
226,097
-188,396
973
$18.2M 0.01%
4,609
+2,638
974
$18.2M 0.01%
894,686
-416,195
975
$18.2M 0.01%
433,261
-10,099
37 38
39
40 41