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
1551
$7.58M ﹤0.01%
199,099
-50,115
1552
$7.57M ﹤0.01%
630,692
-264,167
1553
$7.55M ﹤0.01%
83,731
-8,648
1554
$7.52M ﹤0.01%
60,000
+15,457
1555
$7.52M ﹤0.01%
83,508
+66,214
1556
$7.51M ﹤0.01%
59,868
-3,202
1557
$7.51M ﹤0.01%
462,668
+461,134
1558
$7.49M ﹤0.01%
153,437
+43,968
1559
$7.47M ﹤0.01%
218,179
+76,049
1560
$7.46M ﹤0.01%
224,229
-12,479
1561
$7.44M ﹤0.01%
606,999
+5,177
1562
$7.43M ﹤0.01%
97,527
+68,614
1563
$7.42M ﹤0.01%
310,885
+87,645
1564
$7.42M ﹤0.01%
229,834
+151,236
1565
$7.42M ﹤0.01%
742,525
+11,784
1566
$7.4M ﹤0.01%
608,684
+253,959
1567
$7.39M ﹤0.01%
366,206
+193,446
1568
$7.38M ﹤0.01%
629,006
+117,461
1569
$7.36M ﹤0.01%
325,860
+13,360
1570
$7.35M ﹤0.01%
37,093
+3,308
1571
$7.35M ﹤0.01%
623,169
-45,210
1572
$7.35M ﹤0.01%
233,280
-55,904
1573
$7.34M ﹤0.01%
148,469
-51,894
1574
$7.33M ﹤0.01%
69,397
+12,544
1575
$7.33M ﹤0.01%
168,527
+47,952
61 62
63
64 65