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
2651
$1.69M ﹤0.01%
70,897
+64,010
2652
$1.68M ﹤0.01%
52,966
+899
2653
$1.68M ﹤0.01%
2,295
+113
2654
$1.68M ﹤0.01%
18,248
+6,814
2655
$1.68M ﹤0.01%
121,893
+63,216
2656
$1.67M ﹤0.01%
136,207
-2,041
2657
$1.67M ﹤0.01%
79,353
-35,753
2658
$1.67M ﹤0.01%
52,119
+49,026
2659
$1.67M ﹤0.01%
102,153
+2,617
2660
$1.66M ﹤0.01%
66,489
+28,661
2661
$1.66M ﹤0.01%
64,703
-1,248
2662
$1.66M ﹤0.01%
19,019
-29,254
2663
$1.66M ﹤0.01%
61,475
+17,282
2664
$1.66M ﹤0.01%
95,347
+46,002
2665
$1.66M ﹤0.01%
259,344
-5,377
2666
$1.66M ﹤0.01%
17,242
+6,017
2667
$1.65M ﹤0.01%
164,976
+60,577
2668
$1.65M ﹤0.01%
55,651
+6,825
2669
$1.65M ﹤0.01%
67,814
+1,170
2670
$1.65M ﹤0.01%
69,018
-132,940
2671
$1.65M ﹤0.01%
21,578
-7,301
2672
$1.65M ﹤0.01%
133,990
-741,843
2673
$1.64M ﹤0.01%
91,136
-54,903
2674
$1.64M ﹤0.01%
94,904
-462,483
2675
$1.63M ﹤0.01%
124,774
+20,793
105 106
107
108 109