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
3451
$559K ﹤0.01%
44,814
+6,560
3452
$558K ﹤0.01%
13,279
+2,632
3453
$557K ﹤0.01%
17,722
-9,468
3454
$556K ﹤0.01%
9,734
+2,358
3455
$555K ﹤0.01%
51,692
+31,133
3456
$554K ﹤0.01%
14,506
+6,150
3457
$554K ﹤0.01%
233,642
+201,778
3458
$553K ﹤0.01%
+19,569
3459
$551K ﹤0.01%
3,996
+235
3460
$550K ﹤0.01%
14,117
+9,734
3461
$549K ﹤0.01%
11,362
-1,064
3462
$548K ﹤0.01%
12,608
-63,131
3463
$547K ﹤0.01%
35,639
+4,725
3464
$546K ﹤0.01%
27,985
+25,793
3465
$545K ﹤0.01%
91,655
+87,837
3466
$544K ﹤0.01%
72,059
-8,398
3467
$543K ﹤0.01%
+20,797
3468
$542K ﹤0.01%
89,877
-5,752
3469
$541K ﹤0.01%
27,744
-1,013
3470
$541K ﹤0.01%
145,704
+24,292
3471
$540K ﹤0.01%
22,542
+22,293
3472
$539K ﹤0.01%
20,000
+12,891
3473
$538K ﹤0.01%
14,485
+2,848
3474
$538K ﹤0.01%
29,835
+15,100
3475
$537K ﹤0.01%
8,710
+4,842
137 138
139
140 141