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
151
$303M 0.16%
5,466,158
-1,399,274
152
$301M 0.16%
5,371,549
+983,415
153
$291M 0.16%
4,208,314
-790,253
154
$283M 0.15%
5,690,251
+4,760,104
155
$280M 0.15%
3,521,803
-422,085
156
$276M 0.15%
5,320,142
-890,892
157
$274M 0.15%
6,744,907
-467,130
158
$273M 0.15%
1,126,016
-89,005
159
$273M 0.15%
4,244,486
+316,137
160
$266M 0.14%
5,893,437
+2,401,884
161
$264M 0.14%
3,246,762
+919,146
162
$250M 0.13%
4,106,713
-316,798
163
$250M 0.13%
1,499,059
-168,401
164
$249M 0.13%
2,207,926
+309,547
165
$248M 0.13%
3,173,182
-168,551
166
$247M 0.13%
7,706,786
+1,045,508
167
$247M 0.13%
4,643,474
-286,872
168
$237M 0.13%
7,127,395
+395,967
169
$236M 0.13%
3,717,708
+26,384
170
$230M 0.12%
1,043,983
-107,753
171
$229M 0.12%
5,807,997
-707,043
172
$229M 0.12%
4,528,081
+327,588
173
$227M 0.12%
1,383,975
-248,904
174
$226M 0.12%
2,716,671
-52,490
175
$226M 0.12%
111,494
+1,996
5 6
7
8 9