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
1876
$4.84M ﹤0.01%
126,524
-115,447
1877
$4.83M ﹤0.01%
77,503
-25,412
1878
$4.82M ﹤0.01%
352,088
+35,449
1879
$4.8M ﹤0.01%
181,555
-164,780
1880
$4.8M ﹤0.01%
45,652
+13,439
1881
$4.8M ﹤0.01%
270,230
+55,626
1882
$4.8M ﹤0.01%
359,641
+106,618
1883
$4.8M ﹤0.01%
101,096
+8,444
1884
$4.8M ﹤0.01%
108,389
+2,582
1885
$4.8M ﹤0.01%
99,195
-925
1886
$4.79M ﹤0.01%
208,081
+143,178
1887
$4.79M ﹤0.01%
280,976
-40,795
1888
$4.77M ﹤0.01%
115,973
-65,952
1889
$4.77M ﹤0.01%
42,809
-1,262
1890
$4.77M ﹤0.01%
21,473
+1,086
1891
$4.77M ﹤0.01%
240,943
-43,916
1892
$4.76M ﹤0.01%
51,008
-6,872
1893
$4.76M ﹤0.01%
17,748
+5,688
1894
$4.75M ﹤0.01%
116,110
+24,088
1895
$4.74M ﹤0.01%
438,465
-65,576
1896
$4.74M ﹤0.01%
122,061
+56,487
1897
$4.74M ﹤0.01%
127,449
+34,688
1898
$4.72M ﹤0.01%
215,390
+19,479
1899
$4.72M ﹤0.01%
144,468
+1,968
1900
$4.7M ﹤0.01%
202,335
-59,896
74 75
76
77 78