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
7426
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-4
7427
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7428
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0
7429
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7430
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7433
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7434
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7435
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7437
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7438
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7439
$0 ﹤0.01%
92
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7440
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24
-1,500
7441
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7442
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7443
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7445
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7446
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7447
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7448
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-8,429
7449
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7450
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-45
296 297
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