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
2151
$3.33M ﹤0.01%
185,665
+138,704
2152
$3.33M ﹤0.01%
231,919
+16,688
2153
$3.31M ﹤0.01%
165,778
+23,050
2154
$3.31M ﹤0.01%
16,626
-1,794
2155
$3.31M ﹤0.01%
120,905
-70,711
2156
$3.31M ﹤0.01%
472,404
-19,022
2157
$3.3M ﹤0.01%
39,101
+4,367
2158
$3.28M ﹤0.01%
589,386
-27,209
2159
$3.27M ﹤0.01%
45,564
+9,862
2160
$3.27M ﹤0.01%
250,841
-71,898
2161
$3.27M ﹤0.01%
100,031
+25,245
2162
$3.27M ﹤0.01%
78,423
-103,133
2163
$3.27M ﹤0.01%
49,189
-736
2164
$3.26M ﹤0.01%
74,934
+53,428
2165
$3.26M ﹤0.01%
430,306
-54,280
2166
$3.26M ﹤0.01%
107,138
+22,606
2167
$3.25M ﹤0.01%
41,526
+16,519
2168
$3.25M ﹤0.01%
294,675
-7,178
2169
$3.25M ﹤0.01%
117,951
+47,453
2170
$3.24M ﹤0.01%
194,489
-654,724
2171
$3.23M ﹤0.01%
162,794
+13,516
2172
$3.23M ﹤0.01%
609,200
-282,943
2173
$3.23M ﹤0.01%
121,684
+17,637
2174
$3.22M ﹤0.01%
92,554
+52,526
2175
$3.22M ﹤0.01%
138,612
+26,372
85 86
87
88 89