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
2451
$2.22M ﹤0.01%
136,954
+94,072
2452
$2.22M ﹤0.01%
35,936
-59,183
2453
$2.22M ﹤0.01%
+1,055,750
2454
$2.21M ﹤0.01%
41,487
-6,409
2455
$2.21M ﹤0.01%
112,889
-143,666
2456
$2.21M ﹤0.01%
184,897
+41,305
2457
$2.2M ﹤0.01%
285,509
-118,591
2458
$2.2M ﹤0.01%
56,051
+12,663
2459
$2.2M ﹤0.01%
44,796
+43,460
2460
$2.19M ﹤0.01%
43,158
+15,072
2461
$2.19M ﹤0.01%
13,993
-9,500
2462
$2.18M ﹤0.01%
129,805
+19,606
2463
$2.18M ﹤0.01%
174,458
-17,590
2464
$2.18M ﹤0.01%
99,132
+39,676
2465
$2.18M ﹤0.01%
128,188
+56,292
2466
$2.17M ﹤0.01%
219,947
+127,066
2467
$2.17M ﹤0.01%
28,234
-85,918
2468
$2.17M ﹤0.01%
56,833
+27,320
2469
$2.17M ﹤0.01%
48,460
+932
2470
$2.17M ﹤0.01%
49,521
-3,150
2471
$2.16M ﹤0.01%
268,572
-23,603
2472
$2.16M ﹤0.01%
70,791
-4,916
2473
$2.15M ﹤0.01%
119,922
-19,266
2474
$2.15M ﹤0.01%
154,086
-269,967
2475
$2.15M ﹤0.01%
417,447
+2,546
97 98
99
100 101