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
2251
$2.92M ﹤0.01%
81,409
+61,952
2252
$2.91M ﹤0.01%
96,292
-8,975
2253
$2.91M ﹤0.01%
101,844
+82,724
2254
$2.9M ﹤0.01%
5,047
-6,084
2255
$2.9M ﹤0.01%
58,235
-2,205
2256
$2.9M ﹤0.01%
68,472
+753
2257
$2.9M ﹤0.01%
312,126
-71,334
2258
$2.89M ﹤0.01%
235,568
-95,042
2259
$2.89M ﹤0.01%
175,574
-7,915
2260
$2.88M ﹤0.01%
109,736
-6,344
2261
$2.88M ﹤0.01%
287,261
-106,171
2262
$2.88M ﹤0.01%
58,786
-7,661
2263
$2.86M ﹤0.01%
60,467
-128,585
2264
$2.85M ﹤0.01%
226,626
-201,181
2265
$2.83M ﹤0.01%
183,595
+17,568
2266
$2.82M ﹤0.01%
80,490
+62,077
2267
$2.82M ﹤0.01%
34,820
-51,286
2268
$2.81M ﹤0.01%
28,667
-31,154
2269
$2.8M ﹤0.01%
52,975
+43,286
2270
$2.79M ﹤0.01%
65,352
+12,901
2271
$2.79M ﹤0.01%
21,697
-194
2272
$2.79M ﹤0.01%
224,644
-9,547
2273
$2.79M ﹤0.01%
126,004
-12,024
2274
$2.78M ﹤0.01%
37,381
+35,450
2275
$2.78M ﹤0.01%
71,945
+20,357
89 90
91
92 93