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
3901
$272K ﹤0.01%
8,569
+7,159
3902
$272K ﹤0.01%
5,458
+1,847
3903
$271K ﹤0.01%
12,771
+5,555
3904
$271K ﹤0.01%
40,555
+1,003
3905
$270K ﹤0.01%
+18,594
3906
$270K ﹤0.01%
13,193
+11,279
3907
$269K ﹤0.01%
30,738
-594
3908
$269K ﹤0.01%
14,382
-160,825
3909
$269K ﹤0.01%
12,439
+9,349
3910
$268K ﹤0.01%
46,636
+27,984
3911
$268K ﹤0.01%
22,388
+2,233
3912
$267K ﹤0.01%
+11,936
3913
$266K ﹤0.01%
14,809
-73,264
3914
$266K ﹤0.01%
2,208
-4,917
3915
$266K ﹤0.01%
5,611
+300
3916
$263K ﹤0.01%
4,934
+3,280
3917
$262K ﹤0.01%
25,182
+1,457
3918
$262K ﹤0.01%
15,096
+10,004
3919
$261K ﹤0.01%
8,726
+5,013
3920
$260K ﹤0.01%
53,253
+36,236
3921
$260K ﹤0.01%
76,432
+3,356
3922
$259K ﹤0.01%
5,613
+3,684
3923
$259K ﹤0.01%
3,374
-565
3924
$258K ﹤0.01%
23,589
+313
3925
$258K ﹤0.01%
8,405
+1,090
155 156
157
158 159