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
3126
$888K ﹤0.01%
30,720
-38,290
3127
$888K ﹤0.01%
10,981
+9,275
3128
$888K ﹤0.01%
16,809
+9,039
3129
$888K ﹤0.01%
23,816
-6,962
3130
$887K ﹤0.01%
30,352
-134,195
3131
$886K ﹤0.01%
67,345
+8,445
3132
$886K ﹤0.01%
19,683
+7,725
3133
$885K ﹤0.01%
268,085
-47,981
3134
$885K ﹤0.01%
35,986
-569
3135
$884K ﹤0.01%
24,143
+9,204
3136
$884K ﹤0.01%
14,627
-30,306
3137
$883K ﹤0.01%
62,352
+678
3138
$882K ﹤0.01%
30,150
+11,281
3139
$881K ﹤0.01%
8,378
-486
3140
$880K ﹤0.01%
154,859
-13,623
3141
$878K ﹤0.01%
38,095
+5,133
3142
$877K ﹤0.01%
27,847
+27,719
3143
$875K ﹤0.01%
34,114
+1,240
3144
$874K ﹤0.01%
10,183
+2,057
3145
$871K ﹤0.01%
7,910
-373
3146
$870K ﹤0.01%
35,327
-3,128
3147
$869K ﹤0.01%
173,270
-277,035
3148
$866K ﹤0.01%
84,249
-2,284
3149
$866K ﹤0.01%
40,861
+919
3150
$865K ﹤0.01%
17,309
+2,033
124 125
126
127 128