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
5526
$27K ﹤0.01%
+3,290
5527
$27K ﹤0.01%
2,126
+1,819
5528
$27K ﹤0.01%
322
+98
5529
$27K ﹤0.01%
+1,756
5530
$27K ﹤0.01%
7,712
+3,212
5531
$27K ﹤0.01%
803
+308
5532
$27K ﹤0.01%
+1,006
5533
$27K ﹤0.01%
2,591
+736
5534
$27K ﹤0.01%
222
+1
5535
$27K ﹤0.01%
3,269
-275
5536
$27K ﹤0.01%
524
+236
5537
$27K ﹤0.01%
273
-421
5538
$27K ﹤0.01%
2,609
+1,606
5539
$27K ﹤0.01%
+1
5540
$27K ﹤0.01%
4,086
-82,477
5541
$27K ﹤0.01%
+30
5542
$27K ﹤0.01%
532
-33
5543
$27K ﹤0.01%
2,058
+808
5544
$27K ﹤0.01%
916
-37
5545
$27K ﹤0.01%
20,489
+18,510
5546
$27K ﹤0.01%
1,108
-384
5547
$27K ﹤0.01%
255
5548
$27K ﹤0.01%
5,310
-52,916
5549
$27K ﹤0.01%
839
+488
5550
$27K ﹤0.01%
778
+4
220 221
222
223 224