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
3301
$700K ﹤0.01%
18,531
+18,048
3302
$699K ﹤0.01%
49,863
+105
3303
$699K ﹤0.01%
24,902
-67,699
3304
$697K ﹤0.01%
36,570
+20,709
3305
$696K ﹤0.01%
19,975
-3,482
3306
$695K ﹤0.01%
85,273
+2,283
3307
$692K ﹤0.01%
94,551
-6,379
3308
$691K ﹤0.01%
48,232
-5,599
3309
$690K ﹤0.01%
14,904
+2,329
3310
$689K ﹤0.01%
12,428
-5,289
3311
$689K ﹤0.01%
9,644
-8,751
3312
$687K ﹤0.01%
11,418
-4,423
3313
$686K ﹤0.01%
43,954
+14,298
3314
$685K ﹤0.01%
17,841
+15,049
3315
$685K ﹤0.01%
18,920
+4,345
3316
$684K ﹤0.01%
12,859
+8,881
3317
$683K ﹤0.01%
39,288
+27,477
3318
$682K ﹤0.01%
38,731
+8,116
3319
$682K ﹤0.01%
21,226
+8,749
3320
$681K ﹤0.01%
15,678
-2,180
3321
$681K ﹤0.01%
40,059
-7,710
3322
$679K ﹤0.01%
15,448
-28,516
3323
$678K ﹤0.01%
120,435
+5,000
3324
$677K ﹤0.01%
36,980
+10,985
3325
$675K ﹤0.01%
28,454
-390,180
131 132
133
134 135