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
4876
$65K ﹤0.01%
12,230
+1,510
4877
$65K ﹤0.01%
4,300
+1,061
4878
$65K ﹤0.01%
1,269
+1,196
4879
$65K ﹤0.01%
6,944
-4,554
4880
$65K ﹤0.01%
3,167
+3,137
4881
$65K ﹤0.01%
9,950
4882
$65K ﹤0.01%
1,348
-837
4883
$65K ﹤0.01%
16,441
+3,141
4884
$65K ﹤0.01%
4,695
-2,788
4885
$65K ﹤0.01%
907
+899
4886
$65K ﹤0.01%
2,203
+813
4887
$64K ﹤0.01%
2,669
+2,319
4888
$64K ﹤0.01%
1,930
+1,358
4889
$64K ﹤0.01%
2,636
+1,115
4890
$64K ﹤0.01%
6,085
+1,825
4891
$64K ﹤0.01%
3,457
+625
4892
$64K ﹤0.01%
+2,135
4893
$64K ﹤0.01%
1,965
-1,351
4894
$64K ﹤0.01%
4,021
-3,117
4895
$64K ﹤0.01%
4,394
+3,561
4896
$64K ﹤0.01%
5,324
+3,561
4897
$64K ﹤0.01%
+4,256
4898
$64K ﹤0.01%
1,916
4899
$64K ﹤0.01%
525
-50
4900
$64K ﹤0.01%
5,607
+1,473
194 195
196
197 198