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
3001
$1.08M ﹤0.01%
21,258
-8,874
3002
$1.08M ﹤0.01%
56,147
-669,336
3003
$1.07M ﹤0.01%
99,926
-1,685
3004
$1.07M ﹤0.01%
10,910
-50,319
3005
$1.07M ﹤0.01%
10,680
-3,640
3006
$1.07M ﹤0.01%
74,018
+21,285
3007
$1.07M ﹤0.01%
22,674
+17,341
3008
$1.06M ﹤0.01%
37,590
+7,156
3009
$1.06M ﹤0.01%
12,830
-99,594
3010
$1.06M ﹤0.01%
121,540
+12,607
3011
$1.06M ﹤0.01%
76,971
+23,494
3012
$1.06M ﹤0.01%
23,403
-284
3013
$1.06M ﹤0.01%
88,115
-91,664
3014
$1.06M ﹤0.01%
10,868
-1,019
3015
$1.06M ﹤0.01%
40,109
-189,552
3016
$1.06M ﹤0.01%
68,119
+28,658
3017
$1.06M ﹤0.01%
8,679
+968
3018
$1.06M ﹤0.01%
56,751
+2,566
3019
$1.06M ﹤0.01%
30,585
3020
$1.05M ﹤0.01%
33,279
-82,281
3021
$1.05M ﹤0.01%
+38,776
3022
$1.05M ﹤0.01%
73,912
-10,824
3023
$1.05M ﹤0.01%
1,750
+314
3024
$1.05M ﹤0.01%
17,028
-27,982
3025
$1.04M ﹤0.01%
77,001
-47,879
119 120
121
122 123