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
4226
$162K ﹤0.01%
15,606
+3,844
4227
$161K ﹤0.01%
10,468
+4,026
4228
$160K ﹤0.01%
9,022
-10,286
4229
$160K ﹤0.01%
8,456
+7,419
4230
$160K ﹤0.01%
14,696
-1,177
4231
$159K ﹤0.01%
14,665
-93,116
4232
$159K ﹤0.01%
5,369
+1,943
4233
$158K ﹤0.01%
2,984
+2,330
4234
$158K ﹤0.01%
13,550
+9,200
4235
$158K ﹤0.01%
3,430
+3,015
4236
$158K ﹤0.01%
16,933
-1,374
4237
$157K ﹤0.01%
10,655
-23,307
4238
$156K ﹤0.01%
12,975
+3,421
4239
$156K ﹤0.01%
5,660
+3,742
4240
$156K ﹤0.01%
5,791
-889
4241
$156K ﹤0.01%
+4,861
4242
$155K ﹤0.01%
8,132
-15,984
4243
$155K ﹤0.01%
19,041
-1,021
4244
$155K ﹤0.01%
19,623
+3,480
4245
$155K ﹤0.01%
8,718
+5,198
4246
$155K ﹤0.01%
14,552
+7,244
4247
$155K ﹤0.01%
15,511
+3,430
4248
$155K ﹤0.01%
5,401
-431
4249
$154K ﹤0.01%
12,367
-10,356
4250
$154K ﹤0.01%
2,945
+207
168 169
170
171 172