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
2176
$3.21M ﹤0.01%
366,823
-34,796
2177
$3.2M ﹤0.01%
62,704
+25,396
2178
$3.19M ﹤0.01%
54,961
+7,575
2179
$3.19M ﹤0.01%
34,358
+28,364
2180
$3.19M ﹤0.01%
47,692
+10,694
2181
$3.19M ﹤0.01%
76,790
+68,287
2182
$3.18M ﹤0.01%
92,398
+42,459
2183
$3.17M ﹤0.01%
122,693
+5,599
2184
$3.17M ﹤0.01%
109,768
+11,747
2185
$3.17M ﹤0.01%
70,208
-66,186
2186
$3.17M ﹤0.01%
236,196
+52,960
2187
$3.16M ﹤0.01%
70,656
-9,028
2188
$3.16M ﹤0.01%
91,164
+31,499
2189
$3.15M ﹤0.01%
40,741
+5,755
2190
$3.15M ﹤0.01%
73,331
-6,810
2191
$3.15M ﹤0.01%
69,967
-15,895
2192
$3.15M ﹤0.01%
112,643
+9,406
2193
$3.14M ﹤0.01%
127,793
+13,754
2194
$3.14M ﹤0.01%
56,695
+7,563
2195
$3.13M ﹤0.01%
45,860
-3,252
2196
$3.13M ﹤0.01%
134,957
+126,485
2197
$3.13M ﹤0.01%
37,611
+5,954
2198
$3.13M ﹤0.01%
66,649
+48,395
2199
$3.12M ﹤0.01%
58,481
+20,965
2200
$3.12M ﹤0.01%
34,772
+20,376
86 87
88
89 90