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
2601
$1.8M ﹤0.01%
78,526
-17,935
2602
$1.8M ﹤0.01%
104,074
-14,571
2603
$1.8M ﹤0.01%
+6,140
2604
$1.8M ﹤0.01%
133,791
+108,296
2605
$1.8M ﹤0.01%
69,902
+21,705
2606
$1.78M ﹤0.01%
151,025
+2,527
2607
$1.78M ﹤0.01%
32,749
-34,773
2608
$1.78M ﹤0.01%
81,037
-3,650
2609
$1.78M ﹤0.01%
130,788
-19,128
2610
$1.77M ﹤0.01%
110,144
+3,484
2611
$1.77M ﹤0.01%
29,620
+15,274
2612
$1.77M ﹤0.01%
756,901
-172,758
2613
$1.77M ﹤0.01%
108,632
+62,554
2614
$1.77M ﹤0.01%
64,821
-7,219
2615
$1.77M ﹤0.01%
73,188
+16,561
2616
$1.76M ﹤0.01%
22,813
+2,862
2617
$1.76M ﹤0.01%
209,063
-144,808
2618
$1.76M ﹤0.01%
48,070
+3,731
2619
$1.76M ﹤0.01%
11,539
+2,252
2620
$1.76M ﹤0.01%
47,867
+2,225
2621
$1.75M ﹤0.01%
50,723
-11,078
2622
$1.75M ﹤0.01%
20,586
-2,008
2623
$1.75M ﹤0.01%
161,481
+12,301
2624
$1.75M ﹤0.01%
105,652
-285,253
2625
$1.75M ﹤0.01%
73,576
+9,872
103 104
105
106 107