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
3326
$675K ﹤0.01%
66,880
+889
3327
$673K ﹤0.01%
16,316
-394
3328
$672K ﹤0.01%
12,025
-2,793
3329
$671K ﹤0.01%
24,991
-1,293
3330
$670K ﹤0.01%
25,662
-614
3331
$669K ﹤0.01%
11,181
-30,301
3332
$669K ﹤0.01%
33,400
+13,607
3333
$669K ﹤0.01%
36,706
+10,140
3334
$668K ﹤0.01%
11,763
-8,068
3335
$667K ﹤0.01%
122,653
+6,492
3336
$666K ﹤0.01%
27,153
+2,956
3337
$666K ﹤0.01%
32,581
-3,155
3338
$666K ﹤0.01%
26,630
+39
3339
$666K ﹤0.01%
14,564
+9,627
3340
$665K ﹤0.01%
50,548
+14,011
3341
$664K ﹤0.01%
3,022
-4
3342
$663K ﹤0.01%
52,979
+18,626
3343
$663K ﹤0.01%
33,025
-104,025
3344
$663K ﹤0.01%
61,262
-962
3345
$662K ﹤0.01%
52,999
+14,041
3346
$661K ﹤0.01%
5,584
+4,239
3347
$660K ﹤0.01%
+31,642
3348
$659K ﹤0.01%
14,409
+11,927
3349
$659K ﹤0.01%
35,546
+12,691
3350
$652K ﹤0.01%
10,951
-3,471
132 133
134
135 136