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
101
$459M 0.25%
9,642,926
-1,332,038
102
$458M 0.25%
5,240,498
+177,031
103
$452M 0.24%
4,252,056
-1,062,255
104
$451M 0.24%
6,133,096
+4,917
105
$449M 0.24%
75,878,120
+24,946,840
106
$448M 0.24%
25,970,349
-532,751
107
$447M 0.24%
1,258,357
+73,315
108
$446M 0.24%
3,189,763
+628,585
109
$441M 0.24%
3,299,680
+408,783
110
$435M 0.23%
7,662,472
+496,203
111
$432M 0.23%
7,800,987
-89,990
112
$429M 0.23%
9,730,799
+148,864
113
$426M 0.23%
3,172,216
-554,238
114
$423M 0.23%
4,164,236
-3,412
115
$419M 0.22%
10,211,201
-10,471,765
116
$411M 0.22%
14,774,729
+94,656
117
$411M 0.22%
4,317,099
+2,041,371
118
$409M 0.22%
3,279,739
+87,917
119
$408M 0.22%
3,983,041
+638,581
120
$397M 0.21%
12,153,701
-998,976
121
$397M 0.21%
10,859,940
+475,142
122
$396M 0.21%
3,597,579
+303,824
123
$388M 0.21%
5,423,461
+401,042
124
$388M 0.21%
5,955,217
+5,653,132
125
$384M 0.21%
2,815,808
+669,948
3 4
5
6 7