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
2876
$1.26M ﹤0.01%
43,346
+566
2877
$1.26M ﹤0.01%
22,527
+2,540
2878
$1.26M ﹤0.01%
3,741
+39
2879
$1.25M ﹤0.01%
14,665
+13,701
2880
$1.25M ﹤0.01%
58,354
+25,976
2881
$1.25M ﹤0.01%
50,420
-61,466
2882
$1.25M ﹤0.01%
57,983
-15,477
2883
$1.25M ﹤0.01%
267,617
-32,414
2884
$1.25M ﹤0.01%
33,720
-41,760
2885
$1.25M ﹤0.01%
33,973
+1,414
2886
$1.24M ﹤0.01%
19,437
+437
2887
$1.24M ﹤0.01%
65,726
+9,690
2888
$1.24M ﹤0.01%
3,741
-1,873
2889
$1.24M ﹤0.01%
51,704
+44,767
2890
$1.24M ﹤0.01%
68,612
-722,296
2891
$1.23M ﹤0.01%
35,045
+15,112
2892
$1.22M ﹤0.01%
18,101
+8,447
2893
$1.22M ﹤0.01%
29,115
-26,951
2894
$1.22M ﹤0.01%
19,135
-13,541
2895
$1.22M ﹤0.01%
46,552
+2,415
2896
$1.22M ﹤0.01%
26,896
-10,976
2897
$1.22M ﹤0.01%
33,858
+8,340
2898
$1.22M ﹤0.01%
36,835
-1,105
2899
$1.22M ﹤0.01%
98,648
+1,512
2900
$1.22M ﹤0.01%
43,721
+41,452
114 115
116
117 118