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
2751
$1.49M ﹤0.01%
54,544
+26,693
2752
$1.49M ﹤0.01%
11,594
-9,258
2753
$1.48M ﹤0.01%
212,279
+13,855
2754
$1.48M ﹤0.01%
52,686
+1,476
2755
$1.48M ﹤0.01%
94,889
+7,328
2756
$1.48M ﹤0.01%
82,467
+53,560
2757
$1.48M ﹤0.01%
57,850
+23,238
2758
$1.47M ﹤0.01%
122,659
-96,264
2759
$1.47M ﹤0.01%
83,357
-44,884
2760
$1.46M ﹤0.01%
31,079
-99,599
2761
$1.46M ﹤0.01%
127,904
-33,561
2762
$1.46M ﹤0.01%
57,745
+12,881
2763
$1.46M ﹤0.01%
19,986
-89,921
2764
$1.45M ﹤0.01%
28,922
+2,526
2765
$1.45M ﹤0.01%
34,520
+5,782
2766
$1.45M ﹤0.01%
51,322
+35,939
2767
$1.45M ﹤0.01%
39,696
+2,010
2768
$1.45M ﹤0.01%
111,307
+23,136
2769
$1.45M ﹤0.01%
93,720
-8,639
2770
$1.44M ﹤0.01%
168,699
+36,356
2771
$1.44M ﹤0.01%
54,303
-7,211
2772
$1.44M ﹤0.01%
28,614
-16,595
2773
$1.44M ﹤0.01%
18,381
+5,693
2774
$1.44M ﹤0.01%
2,692
+1,973
2775
$1.44M ﹤0.01%
337,652
+280,434
109 110
111
112 113