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
76
$582M 0.31%
5,338,639
+340,669
77
$579M 0.31%
4,018,333
+108,207
78
$576M 0.31%
3,996,611
+61,052
79
$575M 0.31%
2,304,641
-80,020
80
$557M 0.3%
2,986,031
-534,686
81
$557M 0.3%
13,703,884
+34,272
82
$554M 0.3%
6,761,050
-70,482
83
$547M 0.29%
9,421,688
+9,076,010
84
$545M 0.29%
5,699,112
+406,998
85
$537M 0.29%
7,001,283
-928,389
86
$535M 0.29%
5,246,117
+11,416
87
$529M 0.28%
3,400,225
+102,363
88
$525M 0.28%
2,893,575
-35,461
89
$524M 0.28%
3,185,318
-256,040
90
$522M 0.28%
4,886,847
-1,023,647
91
$519M 0.28%
2,810,851
+39,753
92
$518M 0.28%
14,916,612
+439,148
93
$505M 0.27%
6,878,738
+519,108
94
$497M 0.27%
7,336,825
+57,406
95
$491M 0.26%
4,469,588
+1,537,624
96
$488M 0.26%
8,702,700
-1,419,451
97
$478M 0.26%
12,222,380
+1,894,330
98
$471M 0.25%
3,705,649
-81,390
99
$468M 0.25%
3,331,523
+26,694
100
$463M 0.25%
12,193,806
+2,449,902
2 3
4
5 6