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
6751
$2K ﹤0.01%
2,175
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6752
$2K ﹤0.01%
400
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6753
$2K ﹤0.01%
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6754
$2K ﹤0.01%
1,645
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6755
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600
6756
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4,066
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$2K ﹤0.01%
54
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1,892
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6760
$2K ﹤0.01%
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$2K ﹤0.01%
1,777
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$2K ﹤0.01%
150
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6763
$2K ﹤0.01%
386
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6764
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87
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$2K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
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6769
$2K ﹤0.01%
100
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$2K ﹤0.01%
71
6771
$2K ﹤0.01%
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$2K ﹤0.01%
549
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6773
$2K ﹤0.01%
1,513
-9,257
6774
$2K ﹤0.01%
100
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6775
$2K ﹤0.01%
30
-132
269 270
271
272 273