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
2051
$3.76M ﹤0.01%
+65,743
2052
$3.75M ﹤0.01%
70,941
+9,758
2053
$3.75M ﹤0.01%
77,253
-30,281
2054
$3.75M ﹤0.01%
57,257
+23,938
2055
$3.74M ﹤0.01%
64,604
-4,922
2056
$3.73M ﹤0.01%
283,105
-143,667
2057
$3.73M ﹤0.01%
148,450
+16,212
2058
$3.73M ﹤0.01%
226,595
-4,153
2059
$3.73M ﹤0.01%
101,523
-14,063
2060
$3.71M ﹤0.01%
137,830
-29,155
2061
$3.71M ﹤0.01%
39,300
-51,362
2062
$3.71M ﹤0.01%
43,700
+27,660
2063
$3.7M ﹤0.01%
19,161
+4,858
2064
$3.7M ﹤0.01%
57,056
+2,951
2065
$3.7M ﹤0.01%
59,518
-2,994
2066
$3.69M ﹤0.01%
1,274,046
-217,191
2067
$3.69M ﹤0.01%
51,510
+6,364
2068
$3.69M ﹤0.01%
51,088
-4,806
2069
$3.68M ﹤0.01%
37,091
-9,379
2070
$3.68M ﹤0.01%
128,753
+1,174
2071
$3.67M ﹤0.01%
129,473
+11,915
2072
$3.66M ﹤0.01%
37,160
+12,251
2073
$3.65M ﹤0.01%
310,506
+40,582
2074
$3.65M ﹤0.01%
142,451
-118,274
2075
$3.65M ﹤0.01%
122,558
-18,435
81 82
83
84 85