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
6701
$2K ﹤0.01%
+474
6702
$2K ﹤0.01%
+63
6703
$2K ﹤0.01%
64
6704
$2K ﹤0.01%
1,706
-222
6705
$2K ﹤0.01%
1,329
+1,070
6706
$2K ﹤0.01%
779
-3,937
6707
$2K ﹤0.01%
22
-43
6708
$2K ﹤0.01%
3
-18
6709
$2K ﹤0.01%
+236
6710
$2K ﹤0.01%
250
-1,081
6711
$2K ﹤0.01%
957
-1,055
6712
$2K ﹤0.01%
190
-986
6713
$2K ﹤0.01%
+637
6714
$2K ﹤0.01%
67
+27
6715
$2K ﹤0.01%
22
+4
6716
$2K ﹤0.01%
17,522
+2,393
6717
$2K ﹤0.01%
51
+1
6718
$2K ﹤0.01%
80
+79
6719
$2K ﹤0.01%
+1,303
6720
$2K ﹤0.01%
+11
6721
$2K ﹤0.01%
150
-1,500
6722
$2K ﹤0.01%
27
+2
6723
$2K ﹤0.01%
10
-11
6724
$2K ﹤0.01%
+4,900
6725
$2K ﹤0.01%
100
267 268
269
270 271