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
3176
$841K ﹤0.01%
16,517
+10,926
3177
$841K ﹤0.01%
15,955
-69,301
3178
$841K ﹤0.01%
21,661
-11,247
3179
$840K ﹤0.01%
60,005
+53,283
3180
$839K ﹤0.01%
61,439
-9,219
3181
$837K ﹤0.01%
46,641
-3,389
3182
$837K ﹤0.01%
8,195
+1,081
3183
$837K ﹤0.01%
29,473
-1,979
3184
$836K ﹤0.01%
92,850
-5,112
3185
$836K ﹤0.01%
44,442
-2,148
3186
$836K ﹤0.01%
17,410
+928
3187
$834K ﹤0.01%
13,994
-20,984
3188
$831K ﹤0.01%
57,032
-32,083
3189
$830K ﹤0.01%
21,621
+5,279
3190
$830K ﹤0.01%
23,607
+12,667
3191
$828K ﹤0.01%
104,477
+3,157
3192
$827K ﹤0.01%
37,950
-3,250
3193
$823K ﹤0.01%
61,490
+2,009
3194
$819K ﹤0.01%
12,750
-1,613
3195
$817K ﹤0.01%
39,731
+37,764
3196
$817K ﹤0.01%
127,993
-630,718
3197
$814K ﹤0.01%
10,436
+7,909
3198
$813K ﹤0.01%
7,298
+3,779
3199
$812K ﹤0.01%
22,236
-6,782
3200
$809K ﹤0.01%
82,781
-3,743
126 127
128
129 130