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
3051
$995K ﹤0.01%
60,812
+39,721
3052
$993K ﹤0.01%
16,834
+12
3053
$992K ﹤0.01%
29,722
-788
3054
$991K ﹤0.01%
56,949
+3,219
3055
$990K ﹤0.01%
7,168
+5,341
3056
$989K ﹤0.01%
164,504
-168,435
3057
$988K ﹤0.01%
200,131
-77,574
3058
$987K ﹤0.01%
99,363
+58,815
3059
$983K ﹤0.01%
25,079
-8,509
3060
$983K ﹤0.01%
4,025
-119
3061
$982K ﹤0.01%
175,802
+90,953
3062
$982K ﹤0.01%
74,559
+31,239
3063
$981K ﹤0.01%
72,989
+1,072
3064
$977K ﹤0.01%
53,757
+1,926
3065
$972K ﹤0.01%
21,928
+21,082
3066
$972K ﹤0.01%
18,725
+3,585
3067
$971K ﹤0.01%
+19,822
3068
$967K ﹤0.01%
35,500
+14,116
3069
$967K ﹤0.01%
14,349
-1,185
3070
$966K ﹤0.01%
30,602
+5,406
3071
$965K ﹤0.01%
25,952
+12,895
3072
$965K ﹤0.01%
23,791
+4,078
3073
$965K ﹤0.01%
37,288
-4,125
3074
$962K ﹤0.01%
8,084
-296
3075
$962K ﹤0.01%
98,856
-377,467
121 122
123
124 125