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
1301
$11.2M ﹤0.01%
275,133
+13,360
1302
$11.2M ﹤0.01%
154,764
-105,260
1303
$11.2M ﹤0.01%
157,042
+6,959
1304
$11.1M ﹤0.01%
656,236
+109,615
1305
$11.1M ﹤0.01%
445,456
+933
1306
$11.1M ﹤0.01%
80,874
-19,946
1307
$11.1M ﹤0.01%
939,476
+159,777
1308
$11.1M ﹤0.01%
235,646
+163,198
1309
$11.1M ﹤0.01%
174,280
+25,429
1310
$11.1M ﹤0.01%
111,999
-7,511
1311
$11.1M ﹤0.01%
655,588
+231,946
1312
$11.1M ﹤0.01%
156,702
+122,018
1313
$11M ﹤0.01%
288,470
+19,379
1314
$11M ﹤0.01%
873,578
+41,724
1315
$11M ﹤0.01%
195,012
-2,340
1316
$11M ﹤0.01%
159,685
-67,106
1317
$10.9M ﹤0.01%
679,426
-3,416
1318
$10.9M ﹤0.01%
152,410
-59,565
1319
$10.9M ﹤0.01%
380,482
-3,913
1320
$10.9M ﹤0.01%
56,300
-30,417
1321
$10.9M ﹤0.01%
33,970
+18,825
1322
$10.9M ﹤0.01%
758,713
-1,281,459
1323
$10.9M ﹤0.01%
82,729
+8,916
1324
$10.9M ﹤0.01%
115,345
-129,186
1325
$10.9M ﹤0.01%
517,394
-13,279
51 52
53
54 55