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
3076
$959K ﹤0.01%
18,210
-8,654
3077
$959K ﹤0.01%
34,843
+23,901
3078
$958K ﹤0.01%
15,106
+1,272
3079
$954K ﹤0.01%
122,490
+17,398
3080
$952K ﹤0.01%
12,553
-79,778
3081
$949K ﹤0.01%
19,321
+15,632
3082
$948K ﹤0.01%
53,170
+25,304
3083
$948K ﹤0.01%
73,657
-9,194
3084
$947K ﹤0.01%
44,645
+37,954
3085
$947K ﹤0.01%
18,434
+6,356
3086
$946K ﹤0.01%
26,284
+7,267
3087
$946K ﹤0.01%
24,318
+8,035
3088
$945K ﹤0.01%
38,298
+31,051
3089
$940K ﹤0.01%
87,760
+19,833
3090
$938K ﹤0.01%
35,164
-303
3091
$937K ﹤0.01%
13,099
+3,875
3092
$935K ﹤0.01%
14,419
+257
3093
$934K ﹤0.01%
56,149
+12,945
3094
$932K ﹤0.01%
53,265
-8,758
3095
$932K ﹤0.01%
7,413
-111
3096
$931K ﹤0.01%
+56,727
3097
$931K ﹤0.01%
39,371
+23,773
3098
$928K ﹤0.01%
25,382
-2,525
3099
$926K ﹤0.01%
21,423
+9,289
3100
$926K ﹤0.01%
59,456
-3,318
122 123
124
125 126