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
3376
$628K ﹤0.01%
29,144
-9,393
3377
$628K ﹤0.01%
8,234
-8,165
3378
$627K ﹤0.01%
7,845
+3,402
3379
$627K ﹤0.01%
13,811
+1,845
3380
$626K ﹤0.01%
5,456
-296
3381
$624K ﹤0.01%
21,963
+2,071
3382
$622K ﹤0.01%
63,467
+240
3383
$621K ﹤0.01%
14,714
-6,692
3384
$620K ﹤0.01%
47,784
-682,746
3385
$620K ﹤0.01%
14,536
+5,522
3386
$619K ﹤0.01%
13,832
+2,044
3387
$618K ﹤0.01%
+12,340
3388
$617K ﹤0.01%
29,958
+2,500
3389
$617K ﹤0.01%
42,536
+5,003
3390
$616K ﹤0.01%
25,336
+1,627
3391
$614K ﹤0.01%
52,640
-922
3392
$613K ﹤0.01%
22,383
+20,267
3393
$612K ﹤0.01%
10,358
+1,646
3394
$611K ﹤0.01%
2,862
-10,518
3395
$610K ﹤0.01%
25,962
-10,117
3396
$609K ﹤0.01%
20,903
+18,133
3397
$608K ﹤0.01%
7,998
+1,000
3398
$608K ﹤0.01%
25,771
+3,425
3399
$605K ﹤0.01%
28,378
+6,508
3400
$605K ﹤0.01%
37,398
+18,519
134 135
136
137 138