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
4751
$75K ﹤0.01%
3,376
+1,806
4752
$75K ﹤0.01%
794
-8,893
4753
$75K ﹤0.01%
2,467
+403
4754
$75K ﹤0.01%
6,908
+5,608
4755
$75K ﹤0.01%
30,348
-9,669
4756
$75K ﹤0.01%
2,724
+1,392
4757
$75K ﹤0.01%
21,526
-12,693
4758
$74K ﹤0.01%
1,184
+333
4759
$74K ﹤0.01%
12
4760
$74K ﹤0.01%
5,528
-2,495
4761
$74K ﹤0.01%
+3,899
4762
$74K ﹤0.01%
5,546
-14,588
4763
$74K ﹤0.01%
1,919
+1,300
4764
$74K ﹤0.01%
2,666
-18,805
4765
$74K ﹤0.01%
4,760
+1,131
4766
$74K ﹤0.01%
4,705
+477
4767
$74K ﹤0.01%
11,595
+10,768
4768
$74K ﹤0.01%
2,742
+1,181
4769
$74K ﹤0.01%
5,630
+5,613
4770
$74K ﹤0.01%
3,598
+2,056
4771
$74K ﹤0.01%
1,858
-6,548
4772
$74K ﹤0.01%
1,551
+1,420
4773
$74K ﹤0.01%
3,858
+1,049
4774
$74K ﹤0.01%
1,397
+1,140
4775
$73K ﹤0.01%
17,255
-3,145
189 190
191
192 193