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
2626
$1.75M ﹤0.01%
+41,791
2627
$1.74M ﹤0.01%
27,988
-35,145
2628
$1.74M ﹤0.01%
45,275
+14,201
2629
$1.74M ﹤0.01%
129,750
-99,455
2630
$1.73M ﹤0.01%
52,121
-7,573
2631
$1.73M ﹤0.01%
51,880
+29,575
2632
$1.73M ﹤0.01%
+73,018
2633
$1.73M ﹤0.01%
70,964
+19,072
2634
$1.73M ﹤0.01%
33,016
+981
2635
$1.73M ﹤0.01%
54,283
-660
2636
$1.72M ﹤0.01%
55,247
-4,600
2637
$1.72M ﹤0.01%
17,547
+5,154
2638
$1.72M ﹤0.01%
62,734
-51,806
2639
$1.72M ﹤0.01%
50,327
+1,742
2640
$1.72M ﹤0.01%
37,595
+9,204
2641
$1.72M ﹤0.01%
61,607
+5,001
2642
$1.72M ﹤0.01%
50,045
+37,817
2643
$1.71M ﹤0.01%
101,858
-211,687
2644
$1.71M ﹤0.01%
63,496
+20,148
2645
$1.71M ﹤0.01%
24,598
+839
2646
$1.7M ﹤0.01%
45,385
+30,292
2647
$1.7M ﹤0.01%
157,342
-18,972
2648
$1.7M ﹤0.01%
101,877
-3,216
2649
$1.7M ﹤0.01%
56,560
-2,055
2650
$1.69M ﹤0.01%
36,669
-4,203
104 105
106
107 108