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
3151
$865K ﹤0.01%
32,074
-105,035
3152
$861K ﹤0.01%
61,985
+21,323
3153
$859K ﹤0.01%
+2,301,771
3154
$859K ﹤0.01%
34,569
+9,975
3155
$858K ﹤0.01%
15,203
+612
3156
$858K ﹤0.01%
7,597
-469
3157
$858K ﹤0.01%
97,431
-66,934
3158
$855K ﹤0.01%
31,427
-1,074
3159
$854K ﹤0.01%
63,047
+3,610
3160
$854K ﹤0.01%
41,651
+217
3161
$853K ﹤0.01%
41,509
-37,908
3162
$853K ﹤0.01%
27,235
+17,426
3163
$853K ﹤0.01%
72,800
+5,488
3164
$852K ﹤0.01%
13,463
+71
3165
$852K ﹤0.01%
23,002
-1,401
3166
$851K ﹤0.01%
60,363
+2,784
3167
$851K ﹤0.01%
68,889
-3,779
3168
$850K ﹤0.01%
+28,766
3169
$849K ﹤0.01%
+25,331
3170
$849K ﹤0.01%
25,695
-7,022
3171
$847K ﹤0.01%
20,807
-5,481
3172
$845K ﹤0.01%
25,395
-7,305
3173
$845K ﹤0.01%
44,853
-4,444
3174
$844K ﹤0.01%
57,103
-16,812
3175
$843K ﹤0.01%
27,141
-7,304
125 126
127
128 129