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
2351
$2.55M ﹤0.01%
138,547
-12,789
2352
$2.55M ﹤0.01%
43,596
+68
2353
$2.54M ﹤0.01%
100,393
-46,675
2354
$2.54M ﹤0.01%
256,694
+205,411
2355
$2.54M ﹤0.01%
44,899
+16,173
2356
$2.54M ﹤0.01%
+43,121
2357
$2.54M ﹤0.01%
731,178
+11,020
2358
$2.53M ﹤0.01%
75,726
-30,280
2359
$2.53M ﹤0.01%
196,932
+18,091
2360
$2.53M ﹤0.01%
21,134
-36,009
2361
$2.52M ﹤0.01%
53,404
+2,246
2362
$2.52M ﹤0.01%
152,604
+63,296
2363
$2.52M ﹤0.01%
28,793
+3,761
2364
$2.52M ﹤0.01%
48,269
-40,782
2365
$2.52M ﹤0.01%
178,813
+26,289
2366
$2.51M ﹤0.01%
34,074
-35,930
2367
$2.51M ﹤0.01%
105,397
+40,645
2368
$2.5M ﹤0.01%
156,431
+4,093
2369
$2.5M ﹤0.01%
37,074
+27,665
2370
$2.5M ﹤0.01%
55,539
-87,932
2371
$2.5M ﹤0.01%
170,278
-22,812
2372
$2.5M ﹤0.01%
192,045
-29,545
2373
$2.5M ﹤0.01%
49,505
-38,664
2374
$2.49M ﹤0.01%
82,576
-4,117
2375
$2.49M ﹤0.01%
68,438
-19,027
93 94
95
96 97