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
4551
$99K ﹤0.01%
2,017
+1,092
4552
$99K ﹤0.01%
2,910
+1,594
4553
$99K ﹤0.01%
2,480
-319
4554
$99K ﹤0.01%
4,533
+2,620
4555
$99K ﹤0.01%
24,791
+7,723
4556
$99K ﹤0.01%
8,516
+2,043
4557
$98K ﹤0.01%
6,341
+2,855
4558
$98K ﹤0.01%
2,994
-1,627
4559
$98K ﹤0.01%
2,926
-671
4560
$98K ﹤0.01%
6,458
+1,798
4561
$98K ﹤0.01%
2,800
4562
$97K ﹤0.01%
2,692
+1,683
4563
$97K ﹤0.01%
2,017
-16,957
4564
$97K ﹤0.01%
2,978
-11,934
4565
$97K ﹤0.01%
+10,275
4566
$97K ﹤0.01%
21,902
+11,464
4567
$97K ﹤0.01%
6,589
+1,642
4568
$97K ﹤0.01%
63,693
+7,989
4569
$96K ﹤0.01%
4,772
-188,387
4570
$96K ﹤0.01%
3,155
+2,855
4571
$96K ﹤0.01%
2,202
+857
4572
$96K ﹤0.01%
+1,905
4573
$96K ﹤0.01%
1,945
+1,870
4574
$96K ﹤0.01%
4,402
-1,431
4575
$96K ﹤0.01%
4,142
+528
181 182
183
184 185