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
1351
$10.6M ﹤0.01%
245,617
-77,690
1352
$10.5M ﹤0.01%
407,970
+14,023
1353
$10.5M ﹤0.01%
67,371
-31,960
1354
$10.5M ﹤0.01%
69,903
+31,222
1355
$10.5M ﹤0.01%
78,805
-15,849
1356
$10.5M ﹤0.01%
403,467
+399,351
1357
$10.5M ﹤0.01%
388,902
+13,888
1358
$10.5M ﹤0.01%
411,348
-574,532
1359
$10.5M ﹤0.01%
174,596
-62,520
1360
$10.5M ﹤0.01%
568,216
+13,632
1361
$10.4M ﹤0.01%
309,248
-63,726
1362
$10.4M ﹤0.01%
238,761
+88,703
1363
$10.4M ﹤0.01%
61,269
+1,243
1364
$10.4M ﹤0.01%
348,431
-155,404
1365
$10.4M ﹤0.01%
288,814
-99,857
1366
$10.4M ﹤0.01%
172,615
-91,546
1367
$10.4M ﹤0.01%
230,443
+55,526
1368
$10.4M ﹤0.01%
89,007
+46,941
1369
$10.3M ﹤0.01%
136,597
-31,311
1370
$10.3M ﹤0.01%
476,724
+67,801
1371
$10.2M ﹤0.01%
101,166
+20,089
1372
$10.2M ﹤0.01%
186,284
+67,334
1373
$10.2M ﹤0.01%
367,557
-609,570
1374
$10.2M ﹤0.01%
464,181
+1,062
1375
$10.1M ﹤0.01%
386,547
+252,829
53 54
55
56 57