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
3276
$723K ﹤0.01%
19,768
+163
3277
$721K ﹤0.01%
22,120
+16,054
3278
$721K ﹤0.01%
58,905
+46,382
3279
$721K ﹤0.01%
41,160
+6
3280
$719K ﹤0.01%
30,620
+11,172
3281
$719K ﹤0.01%
4,214
-1,232
3282
$719K ﹤0.01%
79,493
+7,057
3283
$719K ﹤0.01%
4,917
-34,870
3284
$715K ﹤0.01%
99,930
+90,334
3285
$715K ﹤0.01%
44,974
+26,992
3286
$714K ﹤0.01%
9,755
+8,111
3287
$714K ﹤0.01%
22,012
+941
3288
$712K ﹤0.01%
8,385
-1,643
3289
$711K ﹤0.01%
5,556
-20,519
3290
$711K ﹤0.01%
100,356
+35,874
3291
$710K ﹤0.01%
68,865
+25,083
3292
$709K ﹤0.01%
48,206
-1,120
3293
$708K ﹤0.01%
30,080
+5,882
3294
$708K ﹤0.01%
57,169
-15,834
3295
$707K ﹤0.01%
141,285
+10,480
3296
$703K ﹤0.01%
21,339
-24,887
3297
$703K ﹤0.01%
31,186
+30,103
3298
$703K ﹤0.01%
61,636
+3,784
3299
$702K ﹤0.01%
96,525
+13,251
3300
$700K ﹤0.01%
18,358
+11,357
130 131
132
133 134