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
2276
$2.78M ﹤0.01%
73,663
-73,738
2277
$2.78M ﹤0.01%
253,710
+124,915
2278
$2.78M ﹤0.01%
68,343
+25,633
2279
$2.77M ﹤0.01%
59,613
-1,633
2280
$2.76M ﹤0.01%
120,316
-78,545
2281
$2.76M ﹤0.01%
30,514
-3,063
2282
$2.76M ﹤0.01%
172,874
-30,525
2283
$2.76M ﹤0.01%
168,630
-112,459
2284
$2.76M ﹤0.01%
37,891
+13,812
2285
$2.75M ﹤0.01%
60,571
-18,617
2286
$2.75M ﹤0.01%
33,812
-1,928
2287
$2.75M ﹤0.01%
37,266
-2,719
2288
$2.75M ﹤0.01%
105,786
-24,894
2289
$2.74M ﹤0.01%
239,976
+4,777
2290
$2.74M ﹤0.01%
1,062,952
-32,035
2291
$2.74M ﹤0.01%
302,036
-44,422
2292
$2.74M ﹤0.01%
290,343
-106,721
2293
$2.72M ﹤0.01%
16,494
+3,307
2294
$2.72M ﹤0.01%
141,939
-50,754
2295
$2.71M ﹤0.01%
177,743
-261,344
2296
$2.71M ﹤0.01%
807,111
-101,173
2297
$2.71M ﹤0.01%
48,217
-73
2298
$2.71M ﹤0.01%
75,824
+2,746
2299
$2.7M ﹤0.01%
59,750
+14,330
2300
$2.69M ﹤0.01%
119,562
-3,427
90 91
92
93 94