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
4701
$81K ﹤0.01%
4,286
+281
4702
$81K ﹤0.01%
14,607
+5,287
4703
$81K ﹤0.01%
2,222
-1,395
4704
$81K ﹤0.01%
7,717
-1,238
4705
$80K ﹤0.01%
4,904
+2,159
4706
$80K ﹤0.01%
17,914
-814
4707
$80K ﹤0.01%
2,567
+1,624
4708
$80K ﹤0.01%
8,614
+6,114
4709
$80K ﹤0.01%
1,330
-3,137
4710
$80K ﹤0.01%
1,396
+1,150
4711
$80K ﹤0.01%
9,477
+5,077
4712
$80K ﹤0.01%
3,852
+1,767
4713
$80K ﹤0.01%
5,354
-2,262
4714
$80K ﹤0.01%
25,528
+4,136
4715
$79K ﹤0.01%
1,944
+606
4716
$79K ﹤0.01%
2,866
+2,732
4717
$79K ﹤0.01%
2,282
+2,032
4718
$79K ﹤0.01%
4,301
-3,238
4719
$79K ﹤0.01%
4,011
-3,082
4720
$79K ﹤0.01%
2,300
4721
$79K ﹤0.01%
6,026
-77
4722
$78K ﹤0.01%
+1,911
4723
$78K ﹤0.01%
3,388
+19
4724
$78K ﹤0.01%
24,684
-331
4725
$78K ﹤0.01%
4,948
+2,854
187 188
189
190 191