UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

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 Quarter Est. Return
1 Year Est. Return
+21.72%
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
+$1.02B
2
+$626M
3
+$527M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$452M
5
LNG icon
Cheniere Energy
LNG
+$369M

Top Sells

1
+$509M
2
+$429M
3
+$218M
4
MON
Monsanto Co
MON
+$205M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$198M

Sector Composition

1 Technology 10.79%
2 Financials 8.98%
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
2476
$2.14M ﹤0.01%
51,361
-112,172
2477
$2.14M ﹤0.01%
20,510
-2,844
2478
$2.14M ﹤0.01%
56,939
+35,020
2479
$2.14M ﹤0.01%
66,777
-2,975
2480
$2.14M ﹤0.01%
69,364
-26,871
2481
$2.13M ﹤0.01%
50,041
+45,102
2482
$2.13M ﹤0.01%
28,983
-17,736
2483
$2.12M ﹤0.01%
13,698
+1,925
2484
$2.12M ﹤0.01%
247,628
+47,280
2485
$2.12M ﹤0.01%
164,717
-55,514
2486
$2.12M ﹤0.01%
51,798
-24,940
2487
$2.11M ﹤0.01%
22,088
+8,748
2488
$2.11M ﹤0.01%
110,503
-35,189
2489
$2.11M ﹤0.01%
62,364
-44,910
2490
$2.1M ﹤0.01%
75,735
+10,311
2491
$2.1M ﹤0.01%
33,672
-180,855
2492
$2.1M ﹤0.01%
100,735
+25,134
2493
$2.1M ﹤0.01%
44,051
+749
2494
$2.09M ﹤0.01%
139,436
+67,021
2495
$2.09M ﹤0.01%
39,222
-68,481
2496
$2.09M ﹤0.01%
1,334
-5,504
2497
$2.08M ﹤0.01%
96,908
-296,208
2498
$2.08M ﹤0.01%
35,259
-7,615
2499
$2.07M ﹤0.01%
23,805
+7,281
2500
$2.06M ﹤0.01%
38,011
+1,173
98 99
100
101 102