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
3951
$246K ﹤0.01%
3,613
-682
3952
$246K ﹤0.01%
7,781
-1,395
3953
$245K ﹤0.01%
6,318
-6,436
3954
$245K ﹤0.01%
6,890
-30,170
3955
$244K ﹤0.01%
12,859
-71,604
3956
$243K ﹤0.01%
6,638
-735
3957
$243K ﹤0.01%
4,362
-7,511
3958
$242K ﹤0.01%
9,724
+2,573
3959
$242K ﹤0.01%
21,112
+13,030
3960
$242K ﹤0.01%
18,628
-931
3961
$241K ﹤0.01%
6,435
+1,831
3962
$241K ﹤0.01%
9,340
+6,555
3963
$240K ﹤0.01%
5,894
-4,536
3964
$240K ﹤0.01%
27,860
-4,770
3965
$240K ﹤0.01%
14,791
-2,311
3966
$239K ﹤0.01%
4,141
+2,438
3967
$239K ﹤0.01%
+14,500
3968
$238K ﹤0.01%
12,765
-1,009
3969
$237K ﹤0.01%
13,867
-21,000
3970
$237K ﹤0.01%
4,507
+4,320
3971
$236K ﹤0.01%
16,863
-64,039
3972
$236K ﹤0.01%
18,353
-7,182
3973
$236K ﹤0.01%
14,400
+915
3974
$235K ﹤0.01%
15,538
-111,861
3975
$235K ﹤0.01%
31,989
+3,773
157 158
159
160 161