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
1326
$10.9M ﹤0.01%
336,582
-119
1327
$10.9M ﹤0.01%
1,006,576
-32,257
1328
$10.8M ﹤0.01%
373,589
+62,554
1329
$10.8M ﹤0.01%
94,082
-11,296
1330
$10.8M ﹤0.01%
99,877
-41,989
1331
$10.8M ﹤0.01%
175,372
+104,279
1332
$10.8M ﹤0.01%
165,918
-13,895
1333
$10.8M ﹤0.01%
838,460
+138,712
1334
$10.8M ﹤0.01%
789,847
+10,830
1335
$10.8M ﹤0.01%
3,019,923
+39,067
1336
$10.8M ﹤0.01%
212,058
+124,664
1337
$10.8M ﹤0.01%
811,627
+190,068
1338
$10.8M ﹤0.01%
1,404,544
+554,554
1339
$10.7M ﹤0.01%
895,074
+881,507
1340
$10.7M ﹤0.01%
64,610
+8,491
1341
$10.7M ﹤0.01%
162,501
-16,502
1342
$10.7M ﹤0.01%
122,702
-5,129
1343
$10.6M ﹤0.01%
220,997
-16,762
1344
$10.6M ﹤0.01%
82,731
-3,597
1345
$10.6M ﹤0.01%
546,596
-243,156
1346
$10.6M ﹤0.01%
107,091
-3,161
1347
$10.6M ﹤0.01%
634,119
-60,192
1348
$10.6M ﹤0.01%
397,749
+240,529
1349
$10.6M ﹤0.01%
756,567
+27,428
1350
$10.6M ﹤0.01%
428,276
-519,157
52 53
54
55 56