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
3426
$576K ﹤0.01%
19,815
+3,918
3427
$576K ﹤0.01%
22,485
-1,817
3428
$576K ﹤0.01%
11,826
+4,472
3429
$575K ﹤0.01%
7,447
+4,429
3430
$575K ﹤0.01%
16,906
-13,359
3431
$575K ﹤0.01%
179,013
-2,374
3432
$575K ﹤0.01%
42,837
-136,130
3433
$575K ﹤0.01%
36,477
+2,295
3434
$574K ﹤0.01%
19,614
+17,977
3435
$572K ﹤0.01%
41,429
+5,826
3436
$572K ﹤0.01%
23,614
+18,214
3437
$571K ﹤0.01%
14,747
-1,281
3438
$570K ﹤0.01%
16,389
-1,237
3439
$567K ﹤0.01%
123,129
-763,113
3440
$567K ﹤0.01%
6,787
-3,677
3441
$567K ﹤0.01%
33,718
-129,653
3442
$567K ﹤0.01%
21,355
+517
3443
$565K ﹤0.01%
4,871
-22,898
3444
$565K ﹤0.01%
13,782
+702
3445
$565K ﹤0.01%
17,464
+471
3446
$563K ﹤0.01%
18,345
-132
3447
$562K ﹤0.01%
+37,842
3448
$561K ﹤0.01%
39,121
+1,631
3449
$560K ﹤0.01%
31,437
+25,992
3450
$559K ﹤0.01%
70
+7
136 137
138
139 140