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
3101
$924K ﹤0.01%
55,602
+23,446
3102
$924K ﹤0.01%
59,127
-7,733
3103
$923K ﹤0.01%
33,030
-32,680
3104
$921K ﹤0.01%
27,310
+1,473
3105
$921K ﹤0.01%
15,841
+2,039
3106
$921K ﹤0.01%
32,214
+5,285
3107
$918K ﹤0.01%
38,000
-80,147
3108
$916K ﹤0.01%
188,396
-11,353
3109
$915K ﹤0.01%
11,988
+76
3110
$912K ﹤0.01%
39,488
+26,712
3111
$911K ﹤0.01%
93,643
+31,727
3112
$909K ﹤0.01%
28,103
+8,033
3113
$908K ﹤0.01%
10,804
+2,545
3114
$906K ﹤0.01%
11,205
-2,725
3115
$902K ﹤0.01%
39,427
+24,656
3116
$900K ﹤0.01%
32,522
+1,369
3117
$900K ﹤0.01%
97,274
+26,912
3118
$899K ﹤0.01%
27,158
-2,496
3119
$898K ﹤0.01%
8,016
+1,652
3120
$897K ﹤0.01%
18,954
-6,775
3121
$896K ﹤0.01%
24,901
+2,291
3122
$893K ﹤0.01%
112,146
+52,659
3123
$893K ﹤0.01%
10,042
-657
3124
$893K ﹤0.01%
89,702
+21,965
3125
$889K ﹤0.01%
35,771
+10,914
123 124
125
126 127