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
4851
$67K ﹤0.01%
2,767
+128
4852
$67K ﹤0.01%
2,623
+637
4853
$67K ﹤0.01%
7,416
-1,286
4854
$67K ﹤0.01%
1,916
-462
4855
$67K ﹤0.01%
+1,803
4856
$67K ﹤0.01%
1,008
-1,551
4857
$67K ﹤0.01%
4,688
+900
4858
$66K ﹤0.01%
5,228
+4,828
4859
$66K ﹤0.01%
3,116
+2,241
4860
$66K ﹤0.01%
3,007
+562
4861
$66K ﹤0.01%
5,492
4862
$66K ﹤0.01%
2,527
+1,440
4863
$66K ﹤0.01%
19
4864
$66K ﹤0.01%
+4,109
4865
$66K ﹤0.01%
5,280
4866
$66K ﹤0.01%
1,145
-4,061
4867
$66K ﹤0.01%
3,513
+2,407
4868
$66K ﹤0.01%
715
+295
4869
$66K ﹤0.01%
2,613
-1,162
4870
$66K ﹤0.01%
4,792
-1,117
4871
$66K ﹤0.01%
2,314
+400
4872
$65K ﹤0.01%
10,409
+10,370
4873
$65K ﹤0.01%
4,956
+4,222
4874
$65K ﹤0.01%
+1,732
4875
$65K ﹤0.01%
1,914
+232
193 194
195
196 197