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
2376
$2.48M ﹤0.01%
96,042
-3,336
2377
$2.48M ﹤0.01%
67,358
-8,080
2378
$2.48M ﹤0.01%
81,292
-12,198
2379
$2.48M ﹤0.01%
50,471
-3,735
2380
$2.48M ﹤0.01%
59,147
+2,611
2381
$2.48M ﹤0.01%
315,235
-4,988
2382
$2.48M ﹤0.01%
201,279
+8,242
2383
$2.47M ﹤0.01%
154,695
+32,438
2384
$2.46M ﹤0.01%
265,025
+35,888
2385
$2.46M ﹤0.01%
511,156
+36,417
2386
$2.46M ﹤0.01%
25,990
-428
2387
$2.45M ﹤0.01%
243,330
-10,784
2388
$2.45M ﹤0.01%
8,765
-29,713
2389
$2.45M ﹤0.01%
34,479
-32,736
2390
$2.44M ﹤0.01%
27,006
+279
2391
$2.44M ﹤0.01%
595,108
+89,784
2392
$2.43M ﹤0.01%
62,178
+48,976
2393
$2.43M ﹤0.01%
77,417
-13,226
2394
$2.43M ﹤0.01%
99,907
+1,332
2395
$2.41M ﹤0.01%
46,166
-89,172
2396
$2.41M ﹤0.01%
74,208
+1,027
2397
$2.41M ﹤0.01%
32,480
+3,581
2398
$2.41M ﹤0.01%
40,768
-30,683
2399
$2.41M ﹤0.01%
257,904
-36,251
2400
$2.4M ﹤0.01%
43,349
+1,668
94 95
96
97 98