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
4001
$224K ﹤0.01%
12,493
+2,526
4002
$224K ﹤0.01%
9,451
-179,779
4003
$223K ﹤0.01%
10,498
-3,174
4004
$223K ﹤0.01%
3,005
+987
4005
$223K ﹤0.01%
+16,056
4006
$223K ﹤0.01%
5,526
+267
4007
$222K ﹤0.01%
1,918
-4,008
4008
$222K ﹤0.01%
10,009
+6,707
4009
$222K ﹤0.01%
6,920
+6,168
4010
$221K ﹤0.01%
6,988
-887
4011
$221K ﹤0.01%
8,926
-329
4012
$221K ﹤0.01%
5,364
-5,222
4013
$221K ﹤0.01%
3,089
+1,684
4014
$220K ﹤0.01%
11,128
+6,415
4015
$220K ﹤0.01%
15,753
-1,900
4016
$220K ﹤0.01%
6,000
+5,181
4017
$220K ﹤0.01%
10,191
+9,135
4018
$218K ﹤0.01%
16,878
-5,622
4019
$218K ﹤0.01%
9,583
-1,257
4020
$218K ﹤0.01%
3,826
+2,267
4021
$218K ﹤0.01%
7,078
+2,512
4022
$218K ﹤0.01%
11,134
+1,220
4023
$217K ﹤0.01%
10,427
-1,325
4024
$217K ﹤0.01%
12,168
+1,694
4025
$217K ﹤0.01%
20,029
+12,934
159 160
161
162 163