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
2901
$1.22M ﹤0.01%
18,541
-829
2902
$1.22M ﹤0.01%
14,497
-283
2903
$1.22M ﹤0.01%
29,270
+5,513
2904
$1.22M ﹤0.01%
47,744
+17,702
2905
$1.21M ﹤0.01%
24,275
+5,161
2906
$1.21M ﹤0.01%
18,450
+826
2907
$1.21M ﹤0.01%
97,952
-57,140
2908
$1.21M ﹤0.01%
87,392
-18,119
2909
$1.2M ﹤0.01%
6,203
-16,752
2910
$1.2M ﹤0.01%
66,744
+11,022
2911
$1.2M ﹤0.01%
18,338
-482
2912
$1.2M ﹤0.01%
26,266
-3,384
2913
$1.2M ﹤0.01%
22,946
+17,449
2914
$1.2M ﹤0.01%
49,281
-1,000
2915
$1.2M ﹤0.01%
21,627
+6,948
2916
$1.19M ﹤0.01%
32,523
-91,462
2917
$1.19M ﹤0.01%
40,924
-632
2918
$1.19M ﹤0.01%
155,461
-36,467
2919
$1.19M ﹤0.01%
41,029
+1,309
2920
$1.19M ﹤0.01%
25,410
-75,144
2921
$1.18M ﹤0.01%
19,577
-131,341
2922
$1.18M ﹤0.01%
23,445
+412
2923
$1.18M ﹤0.01%
31,030
-213,178
2924
$1.17M ﹤0.01%
78,884
+1,805
2925
$1.17M ﹤0.01%
55,504
-21,016
115 116
117
118 119