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
3826
$315K ﹤0.01%
11,324
+1,596
3827
$315K ﹤0.01%
5,056
+3,906
3828
$315K ﹤0.01%
1,010
+274
3829
$315K ﹤0.01%
5,256
+1,216
3830
$312K ﹤0.01%
32,754
+28,242
3831
$311K ﹤0.01%
6,645
+818
3832
$310K ﹤0.01%
47,762
-6,392
3833
$310K ﹤0.01%
22,760
-67,670
3834
$309K ﹤0.01%
22,423
+9,110
3835
$309K ﹤0.01%
32,970
+30,627
3836
$308K ﹤0.01%
88,745
+49,854
3837
$307K ﹤0.01%
8,530
-2,872
3838
$307K ﹤0.01%
13,087
+5,848
3839
$306K ﹤0.01%
6,807
+4,850
3840
$306K ﹤0.01%
12,163
+1,769
3841
$305K ﹤0.01%
12,056
+8,042
3842
$305K ﹤0.01%
18,120
-1,092
3843
$305K ﹤0.01%
3,528
+634
3844
$304K ﹤0.01%
2,095
-624
3845
$304K ﹤0.01%
41,287
+14,275
3846
$302K ﹤0.01%
10,296
+5,950
3847
$302K ﹤0.01%
2,437
+667
3848
$302K ﹤0.01%
8,100
-4,032
3849
$302K ﹤0.01%
8,071
+248
3850
$301K ﹤0.01%
5,078
+3,848
152 153
154
155 156