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
276
$118M 0.05%
1,250,940
+126,182
277
$118M 0.05%
2,434,491
+110,346
278
$118M 0.05%
980,025
+895,151
279
$117M 0.05%
867,032
-68,600
280
$117M 0.05%
1,037,519
-95,311
281
$116M 0.05%
1,487,127
+22,185
282
$116M 0.05%
2,609,520
-18,184
283
$116M 0.05%
2,311,572
+835,041
284
$116M 0.05%
727,014
-136,701
285
$116M 0.05%
10,515,930
-2,557,122
286
$116M 0.05%
1,384,522
-12,358
287
$115M 0.05%
970,565
+103,528
288
$115M 0.05%
3,023,822
-4,450,772
289
$115M 0.05%
2,613,040
+2,318,148
290
$113M 0.05%
1,514,638
+70,025
291
$113M 0.05%
2,214,018
-60,475
292
$113M 0.05%
1,016,880
+189,898
293
$113M 0.05%
1,875,784
+69,279
294
$112M 0.05%
2,359,533
-306,803
295
$112M 0.05%
1,307,649
-180,489
296
$112M 0.05%
598,385
-29,064
297
$111M 0.05%
2,313,847
+12,517
298
$111M 0.05%
926,640
+1,892
299
$108M 0.05%
467,277
-90,777
300
$107M 0.05%
1,240,773
-561,001
10 11
12
13 14