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
226
$153M 0.07%
2,186,899
-125,448
227
$151M 0.07%
2,457,736
+270,586
228
$151M 0.07%
1,153,969
+593,243
229
$148M 0.06%
2,638,408
+52,176
230
$148M 0.06%
2,542,258
+475,345
231
$147M 0.06%
6,057,772
+100,593
232
$146M 0.06%
2,522,911
+96,849
233
$145M 0.06%
854,365
+720,267
234
$145M 0.06%
2,243,028
-50,733
235
$144M 0.06%
1,720,112
-963,381
236
$144M 0.06%
944,237
+77,505
237
$142M 0.06%
1,318,171
+65,001
238
$142M 0.06%
1,029,341
-10,408
239
$141M 0.06%
819,001
+50,267
240
$139M 0.06%
3,558,281
+777,699
241
$137M 0.06%
5,524,815
-5,594,030
242
$137M 0.06%
3,576,275
-309,430
243
$137M 0.06%
1,798,475
-79,242
244
$137M 0.06%
988,149
-88,065
245
$137M 0.06%
1,228,041
+53,739
246
$136M 0.06%
3,071,827
+205,529
247
$136M 0.06%
2,743,848
-716,737
248
$135M 0.06%
5,601,484
+243,904
249
$134M 0.06%
3,108,747
-2,527,762
250
$134M 0.06%
2,808,000
-628,822
8 9
10
11 12