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
1901
$4.7M ﹤0.01%
80,588
+4,332
1902
$4.7M ﹤0.01%
46,508
+17,100
1903
$4.7M ﹤0.01%
82,751
-783,651
1904
$4.69M ﹤0.01%
196,315
-2,878
1905
$4.68M ﹤0.01%
117,735
-13,872
1906
$4.67M ﹤0.01%
62,036
+55,794
1907
$4.66M ﹤0.01%
50,946
+7,219
1908
$4.65M ﹤0.01%
160,398
+22,260
1909
$4.65M ﹤0.01%
81,315
+11,903
1910
$4.65M ﹤0.01%
323,401
+21,271
1911
$4.64M ﹤0.01%
225,380
+2,243
1912
$4.64M ﹤0.01%
132,266
-42,578
1913
$4.63M ﹤0.01%
155,136
+152,336
1914
$4.62M ﹤0.01%
242,113
+55,348
1915
$4.62M ﹤0.01%
6,303
-5,880
1916
$4.62M ﹤0.01%
496,670
-7,710
1917
$4.61M ﹤0.01%
+77,037
1918
$4.61M ﹤0.01%
60,907
-15,597
1919
$4.59M ﹤0.01%
116,919
+78
1920
$4.59M ﹤0.01%
4,380
+3,375
1921
$4.59M ﹤0.01%
460,748
+47,505
1922
$4.58M ﹤0.01%
875,400
+39,917
1923
$4.57M ﹤0.01%
65,189
+11,595
1924
$4.57M ﹤0.01%
303,242
-11,696
1925
$4.55M ﹤0.01%
425,467
+228,896
75 76
77
78 79