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
3476
$536K ﹤0.01%
26,367
+22,456
3477
$535K ﹤0.01%
70,424
+49,202
3478
$535K ﹤0.01%
118,857
-14,145
3479
$535K ﹤0.01%
23,736
+1,874
3480
$535K ﹤0.01%
11,662
-3,850
3481
$534K ﹤0.01%
45,086
+1,212
3482
$533K ﹤0.01%
39,896
-5,212
3483
$533K ﹤0.01%
16,929
-1,471
3484
$531K ﹤0.01%
14,127
+3,843
3485
$530K ﹤0.01%
328,709
+325,159
3486
$529K ﹤0.01%
30,220
+28,300
3487
$527K ﹤0.01%
24,637
-109
3488
$527K ﹤0.01%
38,066
+29,954
3489
$527K ﹤0.01%
122,070
-1,113
3490
$527K ﹤0.01%
17,968
-408,415
3491
$527K ﹤0.01%
20,557
+1,977
3492
$525K ﹤0.01%
63,239
+1,927
3493
$525K ﹤0.01%
21,526
+2,059
3494
$525K ﹤0.01%
+15,847
3495
$524K ﹤0.01%
97,625
-493,173
3496
$523K ﹤0.01%
63,879
+12,506
3497
$522K ﹤0.01%
9,529
+3,146
3498
$520K ﹤0.01%
23,614
+11,492
3499
$519K ﹤0.01%
81,234
+23,533
3500
$518K ﹤0.01%
57,025
-20,173
138 139
140
141 142