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
1601
$7.12M ﹤0.01%
210,477
-114,901
1602
$7.1M ﹤0.01%
112,803
-9,662
1603
$7.08M ﹤0.01%
390,446
-7,137
1604
$7.07M ﹤0.01%
233,837
-38,783
1605
$7.06M ﹤0.01%
237,226
+205,561
1606
$7.06M ﹤0.01%
260,398
+203,893
1607
$7.06M ﹤0.01%
78,538
-30,391
1608
$7.06M ﹤0.01%
255,918
-3,877
1609
$7.05M ﹤0.01%
153,293
+5,360
1610
$7.05M ﹤0.01%
354,091
-3,746
1611
$7.04M ﹤0.01%
922,910
-5,178
1612
$7.04M ﹤0.01%
436,167
-263,700
1613
$7.02M ﹤0.01%
236,873
+92,574
1614
$7.02M ﹤0.01%
244,359
-145,921
1615
$7M ﹤0.01%
119,454
+37,335
1616
$6.98M ﹤0.01%
123,239
-15,864
1617
$6.94M ﹤0.01%
152,248
+3,682
1618
$6.94M ﹤0.01%
195,409
+193,192
1619
$6.92M ﹤0.01%
363,575
+57,397
1620
$6.91M ﹤0.01%
730,049
+39,361
1621
$6.89M ﹤0.01%
23,454
+9,964
1622
$6.88M ﹤0.01%
238,892
+7,772
1623
$6.87M ﹤0.01%
295,734
-3,669
1624
$6.87M ﹤0.01%
171,472
+9,779
1625
$6.86M ﹤0.01%
424,314
-1,768
63 64
65
66 67