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
2201
$3.12M ﹤0.01%
59,782
-20,912
2202
$3.11M ﹤0.01%
75,061
+3,848
2203
$3.11M ﹤0.01%
263,236
-22,654
2204
$3.1M ﹤0.01%
113,341
-796,788
2205
$3.1M ﹤0.01%
72,683
-75,369
2206
$3.1M ﹤0.01%
32,222
-3,083
2207
$3.09M ﹤0.01%
102,620
-13,456
2208
$3.09M ﹤0.01%
57,074
-3,628
2209
$3.09M ﹤0.01%
49,500
-5,340
2210
$3.08M ﹤0.01%
67,042
-15,364
2211
$3.08M ﹤0.01%
232,829
-32,625
2212
$3.07M ﹤0.01%
73,501
+862
2213
$3.07M ﹤0.01%
118,886
-559,273
2214
$3.07M ﹤0.01%
46,337
+6,107
2215
$3.06M ﹤0.01%
20,622
-62,558
2216
$3.06M ﹤0.01%
257,315
+91,844
2217
$3.05M ﹤0.01%
53,811
-15,903
2218
$3.05M ﹤0.01%
80,447
+51,575
2219
$3.05M ﹤0.01%
61,672
+7,024
2220
$3.04M ﹤0.01%
32,554
+1,485
2221
$3.03M ﹤0.01%
89,751
-1,211
2222
$3.03M ﹤0.01%
29,381
-5,658
2223
$3.03M ﹤0.01%
57,276
-33,869
2224
$3.03M ﹤0.01%
85,061
+2,255
2225
$3.02M ﹤0.01%
531,606
+29,829
87 88
89
90 91