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
251
$133M 0.06%
725,402
+214,831
252
$131M 0.06%
1,187,773
+18,201
253
$130M 0.06%
2,760,059
+372,974
254
$130M 0.06%
737,836
+28,936
255
$130M 0.06%
6,100,344
-1,333,092
256
$129M 0.06%
1,696,522
+544,663
257
$129M 0.06%
2,062,621
+42,114
258
$128M 0.06%
6,740,764
+404,357
259
$128M 0.06%
3,002,755
-80,678
260
$127M 0.06%
1,816,575
-7,146
261
$126M 0.05%
2,891,409
-359,305
262
$126M 0.05%
1,934,858
+1,589,039
263
$126M 0.05%
926,888
+43,943
264
$125M 0.05%
610,323
-6,490
265
$124M 0.05%
2,288,810
+20,859
266
$124M 0.05%
937,209
+121,732
267
$123M 0.05%
726,723
-5,185
268
$123M 0.05%
1,964,528
+1,092,980
269
$123M 0.05%
2,342,102
-1,875,868
270
$122M 0.05%
2,464,993
+406,761
271
$121M 0.05%
1,178,720
+578,388
272
$120M 0.05%
2,060,742
+1,783,574
273
$120M 0.05%
946,972
-84,345
274
$119M 0.05%
3,941,029
+114,223
275
$118M 0.05%
1,207,178
-44,599
9 10
11
12 13