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
2851
$1.3M ﹤0.01%
20,698
-2,247
2852
$1.3M ﹤0.01%
17,426
+407
2853
$1.3M ﹤0.01%
177,055
-117,776
2854
$1.3M ﹤0.01%
77,188
-48,660
2855
$1.29M ﹤0.01%
62,338
-105,372
2856
$1.29M ﹤0.01%
52,388
+13,371
2857
$1.29M ﹤0.01%
+39,205
2858
$1.29M ﹤0.01%
52,607
-15,772
2859
$1.29M ﹤0.01%
46,650
+44,293
2860
$1.28M ﹤0.01%
155,716
+67,630
2861
$1.28M ﹤0.01%
44,387
+665
2862
$1.28M ﹤0.01%
28,749
+23,563
2863
$1.28M ﹤0.01%
52,882
-1,385
2864
$1.27M ﹤0.01%
39,086
-54,026
2865
$1.27M ﹤0.01%
66,054
+21,171
2866
$1.27M ﹤0.01%
83,048
-71,857
2867
$1.27M ﹤0.01%
20,134
-38,546
2868
$1.27M ﹤0.01%
26,045
+1,424
2869
$1.27M ﹤0.01%
7,549
+2,400
2870
$1.27M ﹤0.01%
75,418
-7,327
2871
$1.27M ﹤0.01%
20,432
+15,332
2872
$1.26M ﹤0.01%
15,581
+7,866
2873
$1.26M ﹤0.01%
38,529
-8,714
2874
$1.26M ﹤0.01%
10,969
-115
2875
$1.26M ﹤0.01%
35,902
+3,251
113 114
115
116 117