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
3976
$235K ﹤0.01%
9,253
+1,783
3977
$235K ﹤0.01%
62,564
-169,370
3978
$234K ﹤0.01%
15,016
-39,311
3979
$233K ﹤0.01%
8,873
-2,954
3980
$232K ﹤0.01%
13,563
-3,126
3981
$232K ﹤0.01%
98,310
+14,650
3982
$232K ﹤0.01%
10,137
+7,372
3983
$231K ﹤0.01%
401
+136
3984
$230K ﹤0.01%
3,957
+281
3985
$230K ﹤0.01%
21,428
+2,575
3986
$229K ﹤0.01%
5,096
+3,389
3987
$229K ﹤0.01%
14,639
-8,224
3988
$229K ﹤0.01%
3,242
+1,153
3989
$228K ﹤0.01%
8,523
-72,031
3990
$228K ﹤0.01%
4,882
-2,444
3991
$228K ﹤0.01%
12,246
+3,023
3992
$227K ﹤0.01%
6,291
-426
3993
$227K ﹤0.01%
13,713
-9,702
3994
$227K ﹤0.01%
11,169
+9,508
3995
$226K ﹤0.01%
23,183
-11,918
3996
$226K ﹤0.01%
12,735
+1,075
3997
$225K ﹤0.01%
22,457
-2,870
3998
$225K ﹤0.01%
10,365
+37
3999
$225K ﹤0.01%
5,892
+1,632
4000
$224K ﹤0.01%
17,766
+2,608
158 159
160
161 162