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
2676
$1.63M ﹤0.01%
8,771
-7,899
2677
$1.63M ﹤0.01%
3,601
-2,215
2678
$1.63M ﹤0.01%
81,386
+16,046
2679
$1.63M ﹤0.01%
483,706
+40,485
2680
$1.62M ﹤0.01%
22,092
-750
2681
$1.62M ﹤0.01%
138,986
+1,214
2682
$1.62M ﹤0.01%
73,437
+18,777
2683
$1.62M ﹤0.01%
158,126
+29,823
2684
$1.61M ﹤0.01%
166,856
+5,005
2685
$1.61M ﹤0.01%
43,405
-5,525
2686
$1.6M ﹤0.01%
120,448
+17,520
2687
$1.6M ﹤0.01%
115,324
+20,064
2688
$1.6M ﹤0.01%
64,334
-7,777
2689
$1.6M ﹤0.01%
16,070
-25,629
2690
$1.59M ﹤0.01%
115,461
-39,473
2691
$1.59M ﹤0.01%
58,369
+11,750
2692
$1.59M ﹤0.01%
37,723
-76,157
2693
$1.58M ﹤0.01%
15,825
-4,058
2694
$1.58M ﹤0.01%
30,380
+28,569
2695
$1.58M ﹤0.01%
150,914
+2,493
2696
$1.58M ﹤0.01%
33,029
-32,519
2697
$1.58M ﹤0.01%
53,354
+978
2698
$1.58M ﹤0.01%
40,873
-904
2699
$1.58M ﹤0.01%
39,031
+1,271
2700
$1.58M ﹤0.01%
128,862
-5,206
106 107
108
109 110