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
301
$107M 0.05%
1,387,655
-268,710
302
$107M 0.05%
2,840,960
-26,032
303
$106M 0.05%
446,001
+67,203
304
$106M 0.05%
451,593
-38,841
305
$105M 0.05%
3,968,372
-360,556
306
$105M 0.05%
1,229,952
-9,501
307
$104M 0.05%
2,371,798
+2,320,303
308
$104M 0.05%
1,314,782
-61,826
309
$104M 0.04%
1,279,178
+32,088
310
$103M 0.04%
3,278,917
-227,791
311
$102M 0.04%
6,233,838
+2,953,470
312
$102M 0.04%
8,179,575
-396,485
313
$102M 0.04%
760,947
-219,073
314
$102M 0.04%
2,197,496
-393,715
315
$101M 0.04%
2,082,327
-327,573
316
$99.7M 0.04%
3,385,526
+77,076
317
$99.7M 0.04%
948,918
+48,873
318
$97.1M 0.04%
1,910,329
+323,133
319
$96.9M 0.04%
1,226,209
+120,512
320
$96.7M 0.04%
2,700,815
-44,316
321
$96.4M 0.04%
803,055
-88,174
322
$96M 0.04%
3,499,632
+3,180,211
323
$95.9M 0.04%
813,748
+61,055
324
$94.9M 0.04%
464,257
+225,652
325
$94.8M 0.04%
2,700,230
-139,676
11 12
13
14 15