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
1576
$7.32M ﹤0.01%
93,844
+24,252
1577
$7.3M ﹤0.01%
313,958
-86,346
1578
$7.26M ﹤0.01%
447,498
-1,779
1579
$7.26M ﹤0.01%
171,938
+1,565
1580
$7.25M ﹤0.01%
284,941
+170,383
1581
$7.25M ﹤0.01%
510,196
+22,526
1582
$7.22M ﹤0.01%
119,848
+799
1583
$7.21M ﹤0.01%
194,777
-218,852
1584
$7.2M ﹤0.01%
568,254
+41,126
1585
$7.2M ﹤0.01%
161,046
+104,160
1586
$7.2M ﹤0.01%
225,534
-43,868
1587
$7.19M ﹤0.01%
154,767
-11,162
1588
$7.19M ﹤0.01%
+135,794
1589
$7.18M ﹤0.01%
234,734
+30,292
1590
$7.18M ﹤0.01%
73,027
+5,692
1591
$7.18M ﹤0.01%
352,610
-93,726
1592
$7.18M ﹤0.01%
186,819
-10,774
1593
$7.18M ﹤0.01%
137,520
-9,585
1594
$7.17M ﹤0.01%
258,774
-26,611
1595
$7.17M ﹤0.01%
132,768
+9,612
1596
$7.16M ﹤0.01%
186,859
+58,519
1597
$7.14M ﹤0.01%
337,464
+3,023
1598
$7.14M ﹤0.01%
40,032
+8,496
1599
$7.13M ﹤0.01%
624,211
+578,127
1600
$7.13M ﹤0.01%
76,791
-5,110
62 63
64
65 66