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
5501
$28K ﹤0.01%
2,260
-2,545
5502
$28K ﹤0.01%
+1,461
5503
$28K ﹤0.01%
1,112
-565
5504
$28K ﹤0.01%
1,200
-1,400
5505
$28K ﹤0.01%
2,337
-12,842
5506
$28K ﹤0.01%
+1,054
5507
$28K ﹤0.01%
1,221
+763
5508
$28K ﹤0.01%
1,408
+154
5509
$28K ﹤0.01%
+1,509
5510
$28K ﹤0.01%
1,000
+835
5511
$28K ﹤0.01%
+8,281
5512
$28K ﹤0.01%
1,604
+1,588
5513
$28K ﹤0.01%
2,993
+267
5514
$28K ﹤0.01%
2,246
-3,156
5515
$28K ﹤0.01%
+1,080
5516
$28K ﹤0.01%
886
-880
5517
$28K ﹤0.01%
1,838
+1,308
5518
$28K ﹤0.01%
1,374
-654
5519
$27K ﹤0.01%
2,674
-1,400
5520
$27K ﹤0.01%
1,085
-41
5521
$27K ﹤0.01%
+5,863
5522
$27K ﹤0.01%
+221
5523
$27K ﹤0.01%
1,000
-219
5524
$27K ﹤0.01%
+119
5525
$27K ﹤0.01%
+1,610
219 220
221
222 223