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
4801
$71K ﹤0.01%
3,639
+2,061
4802
$71K ﹤0.01%
+1
4803
$71K ﹤0.01%
3,800
-3,067
4804
$71K ﹤0.01%
118
+66
4805
$71K ﹤0.01%
4,081
+6
4806
$71K ﹤0.01%
5,018
+3,479
4807
$71K ﹤0.01%
8,170
-153,579
4808
$71K ﹤0.01%
4,509
+3,724
4809
$71K ﹤0.01%
6,577
+6,283
4810
$71K ﹤0.01%
13,418
+10,699
4811
$70K ﹤0.01%
5,632
-1,281
4812
$70K ﹤0.01%
5,519
+1,488
4813
$70K ﹤0.01%
2,064
+1,142
4814
$70K ﹤0.01%
2,999
+1,117
4815
$70K ﹤0.01%
845
+141
4816
$70K ﹤0.01%
+3,139
4817
$70K ﹤0.01%
1,452
+146
4818
$70K ﹤0.01%
1,797
+1,517
4819
$70K ﹤0.01%
817
-1,060
4820
$70K ﹤0.01%
3,085
-1,426
4821
$70K ﹤0.01%
1,313
+100
4822
$70K ﹤0.01%
1,194
+415
4823
$69K ﹤0.01%
2,241
+1,557
4824
$69K ﹤0.01%
3,865
+2,846
4825
$69K ﹤0.01%
1,486
-10,992
191 192
193
194 195