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
2301
$2.69M ﹤0.01%
62,667
+3,851
2302
$2.69M ﹤0.01%
61,174
+629
2303
$2.69M ﹤0.01%
55,874
+18,019
2304
$2.68M ﹤0.01%
30,484
-659
2305
$2.68M ﹤0.01%
+45,106
2306
$2.68M ﹤0.01%
106,680
-6,380
2307
$2.67M ﹤0.01%
69,625
+61,742
2308
$2.67M ﹤0.01%
226,060
-88,193
2309
$2.67M ﹤0.01%
88,750
+8,133
2310
$2.67M ﹤0.01%
146,260
+68,811
2311
$2.67M ﹤0.01%
105,435
+25,455
2312
$2.67M ﹤0.01%
392,014
-54,795
2313
$2.66M ﹤0.01%
15,325
-12,701
2314
$2.66M ﹤0.01%
26,413
-3,210
2315
$2.65M ﹤0.01%
66,107
+54,145
2316
$2.65M ﹤0.01%
282,730
+420
2317
$2.64M ﹤0.01%
160,582
+82,595
2318
$2.64M ﹤0.01%
23,096
-2,009
2319
$2.63M ﹤0.01%
286,173
+155,863
2320
$2.63M ﹤0.01%
278,810
+1,842
2321
$2.63M ﹤0.01%
121,707
+2,155
2322
$2.62M ﹤0.01%
202,995
+892
2323
$2.62M ﹤0.01%
322,677
+11,257
2324
$2.62M ﹤0.01%
771,212
+18,812
2325
$2.62M ﹤0.01%
60,358
+26,948
91 92
93
94 95