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
2126
$3.43M ﹤0.01%
171,920
+97,588
2127
$3.43M ﹤0.01%
22,633
-2,554
2128
$3.43M ﹤0.01%
37,449
-5,531
2129
$3.43M ﹤0.01%
539,461
+37,222
2130
$3.42M ﹤0.01%
51,719
-78,865
2131
$3.42M ﹤0.01%
71,140
-2,179
2132
$3.41M ﹤0.01%
76,182
+6,011
2133
$3.41M ﹤0.01%
94,607
-12,072
2134
$3.4M ﹤0.01%
163,138
-168,719
2135
$3.4M ﹤0.01%
95,026
+118
2136
$3.39M ﹤0.01%
94,405
+83
2137
$3.39M ﹤0.01%
129,678
-4,722
2138
$3.39M ﹤0.01%
218,155
-26,366
2139
$3.39M ﹤0.01%
217,815
-54,190
2140
$3.38M ﹤0.01%
64,447
-9,127
2141
$3.38M ﹤0.01%
213,234
+86,686
2142
$3.38M ﹤0.01%
10,500
+3,357
2143
$3.37M ﹤0.01%
94,084
-119,954
2144
$3.37M ﹤0.01%
176,108
-10,699
2145
$3.36M ﹤0.01%
66,290
+13,281
2146
$3.36M ﹤0.01%
13,279
+6,743
2147
$3.35M ﹤0.01%
134,755
-14,255
2148
$3.34M ﹤0.01%
82,942
-3,052
2149
$3.34M ﹤0.01%
99,849
+87,638
2150
$3.33M ﹤0.01%
108,820
-63,871
84 85
86
87 88