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
3926
$258K ﹤0.01%
2,785
-391
3927
$258K ﹤0.01%
9,368
-622
3928
$257K ﹤0.01%
10,495
+3,871
3929
$257K ﹤0.01%
4,905
+1,956
3930
$257K ﹤0.01%
9,564
-118,670
3931
$256K ﹤0.01%
+3,017
3932
$255K ﹤0.01%
2,690
-16,803
3933
$255K ﹤0.01%
23,143
-91
3934
$254K ﹤0.01%
6,095
+2,712
3935
$253K ﹤0.01%
6,295
+5,103
3936
$253K ﹤0.01%
16,728
+7,914
3937
$252K ﹤0.01%
3,542
-45,336
3938
$251K ﹤0.01%
1,300
+1,061
3939
$251K ﹤0.01%
30,225
+4,773
3940
$251K ﹤0.01%
9,353
-229
3941
$250K ﹤0.01%
32,316
+1,441
3942
$250K ﹤0.01%
13,642
+361
3943
$250K ﹤0.01%
25,962
+6,419
3944
$250K ﹤0.01%
6,339
+1,659
3945
$249K ﹤0.01%
46,224
+6,429
3946
$248K ﹤0.01%
12,999
-9,410
3947
$248K ﹤0.01%
11,246
+4,475
3948
$248K ﹤0.01%
7,752
-17,384
3949
$246K ﹤0.01%
+4,591
3950
$246K ﹤0.01%
3,276
-60
156 157
158
159 160