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
2326
$2.62M ﹤0.01%
409,955
-244,279
2327
$2.61M ﹤0.01%
128,997
+741
2328
$2.61M ﹤0.01%
86,823
-3,402
2329
$2.61M ﹤0.01%
35,155
-31,230
2330
$2.61M ﹤0.01%
90,497
-30,272
2331
$2.6M ﹤0.01%
308,749
-45,904
2332
$2.6M ﹤0.01%
129,146
+68,285
2333
$2.6M ﹤0.01%
179,174
+4,322
2334
$2.6M ﹤0.01%
62,104
-66,163
2335
$2.59M ﹤0.01%
52,934
-6,880
2336
$2.58M ﹤0.01%
46,816
+28,235
2337
$2.58M ﹤0.01%
34,092
-1,249
2338
$2.58M ﹤0.01%
123,380
+2,602
2339
$2.58M ﹤0.01%
183,366
+102,903
2340
$2.57M ﹤0.01%
62,321
+676
2341
$2.57M ﹤0.01%
117,992
-40,126
2342
$2.57M ﹤0.01%
150,308
+65,402
2343
$2.57M ﹤0.01%
35,757
-7,494
2344
$2.56M ﹤0.01%
39,602
-5,466
2345
$2.56M ﹤0.01%
117,804
-27,067
2346
$2.55M ﹤0.01%
34,345
+17,454
2347
$2.55M ﹤0.01%
225,731
-17,224
2348
$2.55M ﹤0.01%
153,082
+2,534
2349
$2.55M ﹤0.01%
141,612
+9,479
2350
$2.55M ﹤0.01%
26,753
+13,869
92 93
94
95 96