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
4926
$61K ﹤0.01%
1,756
-1,421
4927
$61K ﹤0.01%
2,328
+15
4928
$61K ﹤0.01%
1,017
4929
$61K ﹤0.01%
5,452
+2,224
4930
$60K ﹤0.01%
2,462
+255
4931
$60K ﹤0.01%
801
+177
4932
$60K ﹤0.01%
+1,205
4933
$60K ﹤0.01%
5,134
+371
4934
$60K ﹤0.01%
1,677
-1,076
4935
$60K ﹤0.01%
2,470
+562
4936
$60K ﹤0.01%
8,322
+3,343
4937
$60K ﹤0.01%
4,719
4938
$60K ﹤0.01%
3,838
+3,468
4939
$60K ﹤0.01%
2,152
-2,213
4940
$59K ﹤0.01%
+1,806
4941
$59K ﹤0.01%
+1,958
4942
$59K ﹤0.01%
1,414
+1,379
4943
$59K ﹤0.01%
+2,429
4944
$59K ﹤0.01%
5,493
-1,314
4945
– –
0
4946
$59K ﹤0.01%
+2,161
4947
$59K ﹤0.01%
3,434
+902
4948
$58K ﹤0.01%
8,119
+4,262
4949
$58K ﹤0.01%
2,150
+200
4950
$58K ﹤0.01%
32,004
+14,859
196 197
198
199 200