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
2776
$1.43M ﹤0.01%
47,226
+4,178
2777
$1.43M ﹤0.01%
202,385
+3,019
2778
$1.43M ﹤0.01%
571
+325
2779
$1.43M ﹤0.01%
36,963
+26,815
2780
$1.43M ﹤0.01%
111,326
+7,217
2781
$1.43M ﹤0.01%
27,669
+1,644
2782
$1.43M ﹤0.01%
58,239
+466
2783
$1.43M ﹤0.01%
117,910
-23,642
2784
$1.43M ﹤0.01%
140,457
+7,253
2785
$1.43M ﹤0.01%
33,835
+1,191
2786
$1.43M ﹤0.01%
30,330
+4,104
2787
$1.43M ﹤0.01%
31,349
+12,757
2788
$1.43M ﹤0.01%
16,909
+1,229
2789
$1.42M ﹤0.01%
86,309
+31,410
2790
$1.42M ﹤0.01%
123,875
+11,661
2791
$1.42M ﹤0.01%
61,398
+37,933
2792
$1.41M ﹤0.01%
26,819
+4,248
2793
$1.41M ﹤0.01%
36,258
+788
2794
$1.41M ﹤0.01%
49,449
+13,247
2795
$1.4M ﹤0.01%
99,313
+19,661
2796
$1.4M ﹤0.01%
20,422
-4,052
2797
$1.4M ﹤0.01%
21,920
-911
2798
$1.4M ﹤0.01%
18,545
+6,173
2799
$1.4M ﹤0.01%
85,536
+7,680
2800
$1.39M ﹤0.01%
390,816
+89,090
110 111
112
113 114