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
2226
$3.02M ﹤0.01%
37,930
-3,239
2227
$3.02M ﹤0.01%
52,512
-1,482
2228
$3.02M ﹤0.01%
49,008
-9,910
2229
$3.02M ﹤0.01%
668,520
+33,328
2230
$3.01M ﹤0.01%
34,337
-45,486
2231
$3.01M ﹤0.01%
71,989
-1,330
2232
$3.01M ﹤0.01%
306,020
+35,876
2233
$3M ﹤0.01%
120,462
+50,933
2234
$3M ﹤0.01%
71,502
+21,889
2235
$3M ﹤0.01%
190,467
+6,468
2236
$3M ﹤0.01%
157,924
-118,359
2237
$2.99M ﹤0.01%
112,567
+88,956
2238
$2.98M ﹤0.01%
119,400
-164,134
2239
$2.98M ﹤0.01%
109,281
+8,802
2240
$2.97M ﹤0.01%
26,630
+16,407
2241
$2.97M ﹤0.01%
55,570
-1,916
2242
$2.97M ﹤0.01%
48,502
+8,695
2243
$2.95M ﹤0.01%
81,061
+781
2244
$2.95M ﹤0.01%
395,593
+183,737
2245
$2.95M ﹤0.01%
15,813
-3,214
2246
$2.94M ﹤0.01%
73,466
+33,312
2247
$2.94M ﹤0.01%
229,126
+9,944
2248
$2.94M ﹤0.01%
309,784
+4,149
2249
$2.94M ﹤0.01%
90,803
+11,934
2250
$2.92M ﹤0.01%
14,082
+2,447
88 89
90
91 92