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
3626
$432K ﹤0.01%
17,895
+8,095
3627
$431K ﹤0.01%
9,092
+6,147
3628
$430K ﹤0.01%
13,944
-60,570
3629
$430K ﹤0.01%
9,243
-230
3630
$428K ﹤0.01%
41,545
+27,640
3631
$427K ﹤0.01%
28,934
+74
3632
$427K ﹤0.01%
18,052
-99,515
3633
$427K ﹤0.01%
26,791
+1,220
3634
$427K ﹤0.01%
5,885
+1,968
3635
$427K ﹤0.01%
5,345
-134
3636
$426K ﹤0.01%
10,595
-52,126
3637
$426K ﹤0.01%
8,734
-1,048
3638
$426K ﹤0.01%
4,483
-1,417
3639
$426K ﹤0.01%
199
-23
3640
$426K ﹤0.01%
9,691
+454
3641
$425K ﹤0.01%
3,575
-352
3642
$422K ﹤0.01%
9,984
-2,771
3643
$421K ﹤0.01%
70,742
+177
3644
$418K ﹤0.01%
13,549
-46,692
3645
$418K ﹤0.01%
46,962
+5,496
3646
$416K ﹤0.01%
31,262
+11,468
3647
$415K ﹤0.01%
47
+29
3648
$415K ﹤0.01%
1,366
-185
3649
$414K ﹤0.01%
44,709
-25,623
3650
$413K ﹤0.01%
25,645
+1,394
144 145
146
147 148