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
3401
$603K ﹤0.01%
38,409
-6,291
3402
$601K ﹤0.01%
41,456
-2,441
3403
$600K ﹤0.01%
21,647
-228,797
3404
$599K ﹤0.01%
13,820
+929
3405
$599K ﹤0.01%
62,995
+12,089
3406
$597K ﹤0.01%
33,141
+9,047
3407
$597K ﹤0.01%
47,370
+46,840
3408
$596K ﹤0.01%
17,546
+2,146
3409
$596K ﹤0.01%
25,295
-4
3410
$594K ﹤0.01%
11,781
-8,436
3411
$593K ﹤0.01%
19,828
-6,991
3412
$589K ﹤0.01%
23,101
+3,987
3413
$589K ﹤0.01%
12,654
-10,365
3414
$586K ﹤0.01%
16,969
+10,821
3415
$586K ﹤0.01%
64,489
-15,349
3416
$586K ﹤0.01%
35,962
+15,022
3417
$585K ﹤0.01%
46,739
+5,848
3418
$582K ﹤0.01%
41,630
+34,110
3419
$582K ﹤0.01%
54,574
+8,530
3420
$582K ﹤0.01%
3,687
-267
3421
$580K ﹤0.01%
36,401
+31,334
3422
$580K ﹤0.01%
24,231
+10,502
3423
$579K ﹤0.01%
9,824
+9,645
3424
$577K ﹤0.01%
1,429
-844
3425
$576K ﹤0.01%
12,606
+2,307
135 136
137
138 139