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
3551
$475K ﹤0.01%
16,111
+880
3552
$475K ﹤0.01%
7,496
+6,650
3553
$474K ﹤0.01%
22,809
+21,413
3554
$474K ﹤0.01%
8,367
-751
3555
$473K ﹤0.01%
16,349
-62,781
3556
$472K ﹤0.01%
22,232
+5,416
3557
$472K ﹤0.01%
43,012
-2,119
3558
$471K ﹤0.01%
26,364
-155
3559
$469K ﹤0.01%
45,996
-1,254
3560
$468K ﹤0.01%
65,218
-54,981
3561
$467K ﹤0.01%
796
-22
3562
$467K ﹤0.01%
10,678
+3,324
3563
$465K ﹤0.01%
99,391
-41,216
3564
$465K ﹤0.01%
21,061
+16,402
3565
$465K ﹤0.01%
21,406
-614
3566
$465K ﹤0.01%
37,705
+5,910
3567
$464K ﹤0.01%
29,110
+14,278
3568
$464K ﹤0.01%
12,453
+2,721
3569
$464K ﹤0.01%
73,124
+4,496
3570
$464K ﹤0.01%
37,241
-32,607
3571
$463K ﹤0.01%
6,118
+1,121
3572
$462K ﹤0.01%
35,127
-4,125
3573
$461K ﹤0.01%
22,609
-14,757
3574
$461K ﹤0.01%
33,775
+1,792
3575
$459K ﹤0.01%
13,265
+11,605
141 142
143
144 145