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
4201
$170K ﹤0.01%
10,179
+6,790
4202
$169K ﹤0.01%
14,758
+1,290
4203
$169K ﹤0.01%
3,722
+739
4204
$169K ﹤0.01%
6,566
+1,997
4205
$169K ﹤0.01%
29,906
-3,145
4206
$168K ﹤0.01%
12,399
+7,886
4207
$167K ﹤0.01%
23,884
+4,710
4208
$166K ﹤0.01%
3,183
-182
4209
$166K ﹤0.01%
5,791
+3,114
4210
$165K ﹤0.01%
6,812
+4,456
4211
$165K ﹤0.01%
4,953
-26,736
4212
$165K ﹤0.01%
3,945
-17,556
4213
$165K ﹤0.01%
10,080
+1,401
4214
$165K ﹤0.01%
19,007
+15,250
4215
$164K ﹤0.01%
7,419
-12,629
4216
$164K ﹤0.01%
24,543
+3,300
4217
$164K ﹤0.01%
3,284
-2,108
4218
$164K ﹤0.01%
5,081
+5,002
4219
$164K ﹤0.01%
8,727
+7,280
4220
$163K ﹤0.01%
8,258
+461
4221
$163K ﹤0.01%
638
-671
4222
$163K ﹤0.01%
60,821
-51,528
4223
$163K ﹤0.01%
22,895
+5,367
4224
$162K ﹤0.01%
13,906
+5,598
4225
$162K ﹤0.01%
2,065
+390
167 168
169
170 171