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
4401
$124K ﹤0.01%
1,673
+1,171
4402
$123K ﹤0.01%
15,549
-7,103
4403
$123K ﹤0.01%
1,574
-21,766
4404
$123K ﹤0.01%
2,500
-57,943
4405
$122K ﹤0.01%
4,073
+1,860
4406
$122K ﹤0.01%
8,683
+2,483
4407
$122K ﹤0.01%
1,816
+1,168
4408
$122K ﹤0.01%
+811
4409
$121K ﹤0.01%
+4,499
4410
$121K ﹤0.01%
4,284
-357
4411
$121K ﹤0.01%
6,072
+4,298
4412
$121K ﹤0.01%
21,222
+17,763
4413
$121K ﹤0.01%
5,640
+3,840
4414
$121K ﹤0.01%
21,690
-25,842
4415
$120K ﹤0.01%
4,446
+1,464
4416
$120K ﹤0.01%
7,958
+6,918
4417
$120K ﹤0.01%
3,460
+1,213
4418
$120K ﹤0.01%
11,567
+3,754
4419
$120K ﹤0.01%
5,836
+1,431
4420
$120K ﹤0.01%
2,894
+2,017
4421
$119K ﹤0.01%
12,045
+1,377
4422
$119K ﹤0.01%
4,368
-1,325
4423
$119K ﹤0.01%
14,980
+3,633
4424
$119K ﹤0.01%
22,999
+7,303
4425
$119K ﹤0.01%
3,630
+1,563
175 176
177
178 179