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
2701
$1.58M ﹤0.01%
178,356
-32,872
2702
$1.57M ﹤0.01%
100,500
+19,589
2703
$1.57M ﹤0.01%
17,969
+2,995
2704
$1.57M ﹤0.01%
67,275
-9,246
2705
$1.57M ﹤0.01%
89,625
-2,347
2706
$1.57M ﹤0.01%
6,880
+2,845
2707
$1.57M ﹤0.01%
39,963
-70,919
2708
$1.57M ﹤0.01%
17,429
+12,327
2709
$1.56M ﹤0.01%
119,372
+11,131
2710
$1.56M ﹤0.01%
14,739
-4,375
2711
$1.56M ﹤0.01%
186,549
+65,242
2712
$1.56M ﹤0.01%
23,427
+10,570
2713
$1.56M ﹤0.01%
238,609
+125,998
2714
$1.56M ﹤0.01%
183,671
+8,875
2715
$1.55M ﹤0.01%
13,960
+865
2716
$1.55M ﹤0.01%
119,199
-57,384
2717
$1.55M ﹤0.01%
39,092
+5,523
2718
$1.55M ﹤0.01%
94,185
+12,018
2719
$1.55M ﹤0.01%
121,269
-70,313
2720
$1.55M ﹤0.01%
27,029
+11,877
2721
$1.55M ﹤0.01%
120,971
+9,642
2722
$1.55M ﹤0.01%
148,945
+71,307
2723
$1.54M ﹤0.01%
71,931
+216
2724
$1.54M ﹤0.01%
128,311
-12,627
2725
$1.54M ﹤0.01%
132,961
+14,312
107 108
109
110 111