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
1526
$7.96M ﹤0.01%
208,114
-10,318
1527
$7.96M ﹤0.01%
313,204
+16,153
1528
$7.94M ﹤0.01%
108,775
+3,627
1529
$7.92M ﹤0.01%
175,482
+56,852
1530
$7.9M ﹤0.01%
110,578
+8,534
1531
$7.87M ﹤0.01%
208,647
+8,585
1532
$7.87M ﹤0.01%
560,461
-314,729
1533
$7.86M ﹤0.01%
192,343
+38,254
1534
$7.84M ﹤0.01%
181,731
+175,507
1535
$7.81M ﹤0.01%
220,887
+90,360
1536
$7.8M ﹤0.01%
265,266
-8,070
1537
$7.79M ﹤0.01%
2,137,480
+885,940
1538
$7.76M ﹤0.01%
379,181
-349,666
1539
$7.74M ﹤0.01%
148,937
-16,579
1540
$7.73M ﹤0.01%
422,569
-81,000
1541
$7.71M ﹤0.01%
123,337
-51,448
1542
$7.71M ﹤0.01%
141,086
+11,914
1543
$7.71M ﹤0.01%
86,829
+10,349
1544
$7.7M ﹤0.01%
56,446
+3,929
1545
$7.7M ﹤0.01%
573,209
-132,653
1546
$7.7M ﹤0.01%
137,352
-14,012
1547
$7.69M ﹤0.01%
161,547
+42,573
1548
$7.67M ﹤0.01%
298,558
+63,635
1549
$7.67M ﹤0.01%
138,790
+71,136
1550
$7.62M ﹤0.01%
257,809
+172,127
60 61
62
63 64