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
2401
$2.39M ﹤0.01%
69,650
-36,627
2402
$2.38M ﹤0.01%
38,476
+382
2403
$2.38M ﹤0.01%
48,114
-18,132
2404
$2.38M ﹤0.01%
505,939
-1,435,999
2405
$2.37M ﹤0.01%
48,575
+15,192
2406
$2.37M ﹤0.01%
190,447
+75,633
2407
$2.37M ﹤0.01%
79,523
-6,790
2408
$2.37M ﹤0.01%
66,885
+17,142
2409
$2.37M ﹤0.01%
254,052
+152,440
2410
$2.37M ﹤0.01%
71,514
+52,062
2411
$2.36M ﹤0.01%
186,355
-56,476
2412
$2.36M ﹤0.01%
24,183
+13,438
2413
$2.36M ﹤0.01%
161,749
+6,601
2414
$2.35M ﹤0.01%
104,364
+2,081
2415
$2.35M ﹤0.01%
91,253
+3,289
2416
$2.34M ﹤0.01%
57,785
-84,807
2417
$2.34M ﹤0.01%
80,787
+27,672
2418
$2.34M ﹤0.01%
132,816
-43,528
2419
$2.34M ﹤0.01%
48,321
+47,208
2420
$2.33M ﹤0.01%
225,858
-6,711
2421
$2.33M ﹤0.01%
+175,504
2422
$2.32M ﹤0.01%
84,650
+2,195
2423
$2.32M ﹤0.01%
258,184
-2,305,938
2424
$2.32M ﹤0.01%
36,943
+1,294
2425
$2.32M ﹤0.01%
143,080
+28,419
95 96
97
98 99