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
3526
$493K ﹤0.01%
14,641
+85
3527
$493K ﹤0.01%
19,405
+10,768
3528
$493K ﹤0.01%
27,612
-11,332
3529
$490K ﹤0.01%
10,879
-3,494
3530
$489K ﹤0.01%
32,079
+22,894
3531
$489K ﹤0.01%
+408
3532
$489K ﹤0.01%
5,404
+3,367
3533
$489K ﹤0.01%
16,759
-3,694,324
3534
$488K ﹤0.01%
23,304
+1,725
3535
$488K ﹤0.01%
16,366
-1,686
3536
$487K ﹤0.01%
8,985
+2,856
3537
$487K ﹤0.01%
13,991
-28,528
3538
$486K ﹤0.01%
36,937
-166,923
3539
$486K ﹤0.01%
27,762
+7,517
3540
$485K ﹤0.01%
10,038
+3,617
3541
$481K ﹤0.01%
10,503
-42,424
3542
$481K ﹤0.01%
8,002
+1,317
3543
$479K ﹤0.01%
952,167
+913,668
3544
$479K ﹤0.01%
29,752
+13,102
3545
$479K ﹤0.01%
37,425
-45,538
3546
$478K ﹤0.01%
28,811
+15,126
3547
$478K ﹤0.01%
28,119
+2,800
3548
$477K ﹤0.01%
13,017
-129,073
3549
$476K ﹤0.01%
6,724
-2,895
3550
$475K ﹤0.01%
25,006
+7,421
140 141
142
143 144