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
2826
$1.35M ﹤0.01%
111,534
+3,266
2827
$1.35M ﹤0.01%
152,302
+6,153
2828
$1.35M ﹤0.01%
77,414
+2,728
2829
$1.34M ﹤0.01%
27,249
+342
2830
$1.34M ﹤0.01%
33,491
-39,086
2831
$1.34M ﹤0.01%
28,108
-31,379
2832
$1.34M ﹤0.01%
69,613
-9,799
2833
$1.33M ﹤0.01%
51,561
-124,950
2834
$1.33M ﹤0.01%
27,487
-26,558
2835
$1.33M ﹤0.01%
11,667
+1,847
2836
$1.32M ﹤0.01%
9,519
+2,751
2837
$1.32M ﹤0.01%
40,635
-2,605
2838
$1.32M ﹤0.01%
30,326
-102,921
2839
$1.32M ﹤0.01%
27,717
-17,711
2840
$1.32M ﹤0.01%
122,712
+105,412
2841
$1.32M ﹤0.01%
132,120
-60,229
2842
$1.32M ﹤0.01%
179,287
-22,194
2843
$1.32M ﹤0.01%
161,837
+72,361
2844
$1.31M ﹤0.01%
17,800
+16,105
2845
$1.31M ﹤0.01%
22,124
2846
$1.31M ﹤0.01%
30,450
+2,710
2847
$1.31M ﹤0.01%
16,742
+4,719
2848
$1.31M ﹤0.01%
272,586
-131,163
2849
$1.31M ﹤0.01%
27,760
-31,170
2850
$1.31M ﹤0.01%
53,001
-117,281
112 113
114
115 116