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
3226
$772K ﹤0.01%
41,065
-5,580
3227
$770K ﹤0.01%
12,383
+3,891
3228
$769K ﹤0.01%
42,906
-1,574
3229
$768K ﹤0.01%
119,346
-434,894
3230
$768K ﹤0.01%
24,385
+7,360
3231
$767K ﹤0.01%
30,805
+1,845
3232
$766K ﹤0.01%
67,599
+3,193
3233
$766K ﹤0.01%
60,929
-1,730
3234
$764K ﹤0.01%
17,874
+1,448
3235
$764K ﹤0.01%
20,034
+9,992
3236
$760K ﹤0.01%
16,371
+2,128
3237
$760K ﹤0.01%
10,580
-3,539
3238
$760K ﹤0.01%
50,637
+9,964
3239
$756K ﹤0.01%
43,046
+15,675
3240
$755K ﹤0.01%
26,574
-20,072
3241
$755K ﹤0.01%
14,057
-479
3242
$755K ﹤0.01%
14,118
+6,295
3243
$754K ﹤0.01%
14,284
+3,796
3244
$753K ﹤0.01%
57,531
-7,157
3245
$752K ﹤0.01%
321,478
-2,351,811
3246
$751K ﹤0.01%
7,538
-3,160
3247
$750K ﹤0.01%
41,609
+6,089
3248
$750K ﹤0.01%
9,503
+2,195
3249
$750K ﹤0.01%
30,256
-119,133
3250
$749K ﹤0.01%
8,437
+1,945
128 129
130
131 132