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
2101
$3.53M ﹤0.01%
80,061
+12,033
2102
$3.53M ﹤0.01%
153,696
+148,286
2103
$3.53M ﹤0.01%
91,514
-4,261
2104
$3.52M ﹤0.01%
147,772
-8,671
2105
$3.52M ﹤0.01%
36,815
+6,469
2106
$3.51M ﹤0.01%
227,388
+24,723
2107
$3.51M ﹤0.01%
150,568
-24,211
2108
$3.51M ﹤0.01%
80,335
+38,638
2109
$3.5M ﹤0.01%
79,008
-83,109
2110
$3.5M ﹤0.01%
87,383
-170,898
2111
$3.5M ﹤0.01%
39,439
-3,544
2112
$3.49M ﹤0.01%
86,700
-6,574
2113
$3.49M ﹤0.01%
68,664
+678
2114
$3.49M ﹤0.01%
80,458
+3,237
2115
$3.48M ﹤0.01%
98,246
-53,117
2116
$3.48M ﹤0.01%
108,006
-391,164
2117
$3.47M ﹤0.01%
228,225
+26,734
2118
$3.47M ﹤0.01%
35,569
-83,068
2119
$3.46M ﹤0.01%
139,983
+4,463
2120
$3.45M ﹤0.01%
62,012
+28,734
2121
$3.44M ﹤0.01%
113,117
+36,016
2122
$3.44M ﹤0.01%
161,149
+278
2123
$3.43M ﹤0.01%
30,594
-1,090
2124
$3.43M ﹤0.01%
65,070
-15,001
2125
$3.43M ﹤0.01%
27,127
-2,076
83 84
85
86 87