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
3501
$517K ﹤0.01%
+14,484
3502
$516K ﹤0.01%
62,086
+22,024
3503
$515K ﹤0.01%
61,466
+30,305
3504
$513K ﹤0.01%
7,541
-9,198
3505
$512K ﹤0.01%
22,186
+1,948
3506
$511K ﹤0.01%
17,353
+522
3507
$511K ﹤0.01%
27,662
+1,187
3508
$510K ﹤0.01%
9,554
+3,822
3509
$510K ﹤0.01%
12,751
+386
3510
$509K ﹤0.01%
13
+5
3511
$508K ﹤0.01%
17,057
-2,232
3512
$506K ﹤0.01%
+21,378
3513
$505K ﹤0.01%
17,157
+14,071
3514
$503K ﹤0.01%
28,095
-1,664
3515
$503K ﹤0.01%
44,667
+11,607
3516
$502K ﹤0.01%
22,592
-4,540
3517
$500K ﹤0.01%
75,436
+20,189
3518
$499K ﹤0.01%
69,035
-4,539
3519
$498K ﹤0.01%
25,916
+5,745
3520
$498K ﹤0.01%
33,242
+26,868
3521
$497K ﹤0.01%
24,981
+1,826
3522
$496K ﹤0.01%
69,750
-47,520
3523
$495K ﹤0.01%
21,039
-493
3524
$495K ﹤0.01%
14,427
+6,057
3525
$494K ﹤0.01%
145,254
-31,450
139 140
141
142 143