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
4901
$64K ﹤0.01%
1,694
-719
4902
$63K ﹤0.01%
3,345
+1,695
4903
$63K ﹤0.01%
2,073
4904
$63K ﹤0.01%
96
-23
4905
$63K ﹤0.01%
1,983
-62
4906
$63K ﹤0.01%
2,300
+100
4907
$63K ﹤0.01%
3,164
-1,143
4908
$62K ﹤0.01%
2,417
+72
4909
$62K ﹤0.01%
1,839
+786
4910
$62K ﹤0.01%
12,215
+3,940
4911
$62K ﹤0.01%
281
-331
4912
$62K ﹤0.01%
3,482
+2,982
4913
$62K ﹤0.01%
38,575
-2,412
4914
$62K ﹤0.01%
7,779
+1,980
4915
$62K ﹤0.01%
4,700
+4,077
4916
$62K ﹤0.01%
+511
4917
$62K ﹤0.01%
3,324
+1,424
4918
$62K ﹤0.01%
1,693
+64
4919
$62K ﹤0.01%
2,650
+1,421
4920
$61K ﹤0.01%
+965
4921
$61K ﹤0.01%
+2,321
4922
$61K ﹤0.01%
4,636
+3,197
4923
$61K ﹤0.01%
8,166
-650
4924
$61K ﹤0.01%
+1
4925
$61K ﹤0.01%
111
+63
195 196
197
198 199