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
3251
$749K ﹤0.01%
10,946
-561
3252
$747K ﹤0.01%
21,750
-2,669
3253
$747K ﹤0.01%
52,613
-730
3254
$747K ﹤0.01%
52,267
-10,067
3255
$745K ﹤0.01%
793,903
-119,068
3256
$743K ﹤0.01%
12,861
+9,169
3257
$741K ﹤0.01%
13,676
+9,439
3258
$738K ﹤0.01%
30,834
+6,552
3259
$737K ﹤0.01%
62,815
+7,143
3260
$737K ﹤0.01%
15,643
+1,434
3261
$737K ﹤0.01%
19,437
+1,215
3262
$736K ﹤0.01%
40,091
-78
3263
$736K ﹤0.01%
12,521
+10,225
3264
$735K ﹤0.01%
169,355
-899,146
3265
$734K ﹤0.01%
55,725
-537
3266
$734K ﹤0.01%
111,455
+428
3267
$734K ﹤0.01%
15,647
-8
3268
$731K ﹤0.01%
93,476
-18,921
3269
$728K ﹤0.01%
14,257
-7
3270
$728K ﹤0.01%
32,788
-22,132
3271
$728K ﹤0.01%
29,868
+6,769
3272
$727K ﹤0.01%
11,865
+790
3273
$726K ﹤0.01%
66,073
+18,396
3274
$725K ﹤0.01%
22,183
+444
3275
$724K ﹤0.01%
38,924
-3,264
129 130
131
132 133