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
4051
$207K ﹤0.01%
2,754
+1,020
4052
$207K ﹤0.01%
8,312
-298
4053
$207K ﹤0.01%
11,319
+3,788
4054
$207K ﹤0.01%
44,932
+15,261
4055
$207K ﹤0.01%
9,176
+3,379
4056
$206K ﹤0.01%
2,893
+1,421
4057
$206K ﹤0.01%
6,598
-900
4058
$206K ﹤0.01%
48,515
-2,217
4059
$206K ﹤0.01%
46,070
+16,604
4060
$206K ﹤0.01%
51,093
-1,098
4061
$204K ﹤0.01%
3,922
-69,073
4062
$203K ﹤0.01%
6,648
+392
4063
$203K ﹤0.01%
7,947
+3,172
4064
$203K ﹤0.01%
10,385
+2,806
4065
$202K ﹤0.01%
6,668
-4,947
4066
$202K ﹤0.01%
6,354
+3,016
4067
$202K ﹤0.01%
4,262
+3,160
4068
$202K ﹤0.01%
8,251
+6,096
4069
$201K ﹤0.01%
12,039
-50,809
4070
$201K ﹤0.01%
2,909
+435
4071
$201K ﹤0.01%
4,352
+2,506
4072
$200K ﹤0.01%
6
+5
4073
$200K ﹤0.01%
+6,517
4074
$200K ﹤0.01%
25,393
+2,094
4075
$200K ﹤0.01%
8,205
161 162
163
164 165