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
4526
$102K ﹤0.01%
+68
4527
$102K ﹤0.01%
5,688
+3,126
4528
$102K ﹤0.01%
2,911
+69
4529
$102K ﹤0.01%
7,077
+4,956
4530
$102K ﹤0.01%
+2,500
4531
$102K ﹤0.01%
10,848
+1,121
4532
$102K ﹤0.01%
5,335
+121
4533
$102K ﹤0.01%
1,718
-1,427
4534
$102K ﹤0.01%
4,124
+3,932
4535
$102K ﹤0.01%
6,345
+6,161
4536
$101K ﹤0.01%
3,513
+1,522
4537
$101K ﹤0.01%
2,581
+265
4538
$101K ﹤0.01%
+2,111
4539
$101K ﹤0.01%
7,528
-770
4540
$101K ﹤0.01%
20,100
-67
4541
$101K ﹤0.01%
20,407
+5,252
4542
$101K ﹤0.01%
6,933
-5,861
4543
$100K ﹤0.01%
14,894
+7,327
4544
$100K ﹤0.01%
2,937
-35,096
4545
$100K ﹤0.01%
2,160
-615
4546
$100K ﹤0.01%
29,609
+12,178
4547
$100K ﹤0.01%
7,196
+3,620
4548
$99K ﹤0.01%
7,073
+1,820
4549
$99K ﹤0.01%
4,923
-781
4550
$99K ﹤0.01%
1,271
+250
180 181
182
183 184