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
3026
$1.04M ﹤0.01%
23,383
-602
3027
$1.04M ﹤0.01%
24,026
-1,940
3028
$1.04M ﹤0.01%
16,505
-43,183
3029
$1.04M ﹤0.01%
33,178
+26,246
3030
$1.04M ﹤0.01%
27,653
-1,025
3031
$1.04M ﹤0.01%
169,369
+5,363
3032
$1.04M ﹤0.01%
36,358
-19,487
3033
$1.03M ﹤0.01%
85,652
+7,179
3034
$1.03M ﹤0.01%
21,030
-1,278
3035
$1.03M ﹤0.01%
31,459
+3,750
3036
$1.03M ﹤0.01%
5,386
+261
3037
$1.02M ﹤0.01%
30,514
+19,363
3038
$1.02M ﹤0.01%
15,515
+882
3039
$1.02M ﹤0.01%
39,912
+12,176
3040
$1.02M ﹤0.01%
71,349
+16,152
3041
$1.02M ﹤0.01%
182,750
-1,538
3042
$1.02M ﹤0.01%
174,501
+169,406
3043
$1.02M ﹤0.01%
14,855
-825
3044
$1.01M ﹤0.01%
50,909
-5,846
3045
$1.01M ﹤0.01%
39,048
+30,440
3046
$1.01M ﹤0.01%
206,111
+7,178
3047
$1.01M ﹤0.01%
89,090
+2,410
3048
$1.01M ﹤0.01%
45,012
-728
3049
$1.01M ﹤0.01%
45,164
+37,739
3050
$1.01M ﹤0.01%
12,826
+1,720
120 121
122
123 124