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
326
$94.6M 0.04%
1,158,796
+35,516
327
$94.5M 0.04%
3,074,592
+2,060,984
328
$93.2M 0.04%
887,351
+54,845
329
$93.1M 0.04%
320,910
-36,357
330
$93M 0.04%
1,723,017
-48,161
331
$93M 0.04%
4,988,685
+760,721
332
$92.2M 0.04%
1,418,067
-136,436
333
$89.7M 0.04%
3,479,594
+1,788,651
334
$89.4M 0.04%
1,709,511
+16,090
335
$89.3M 0.04%
857,090
-229,462
336
$88.6M 0.04%
2,152,755
+115,479
337
$88.5M 0.04%
5,122,360
-339,260
338
$88.5M 0.04%
727,201
+82,001
339
$88.3M 0.04%
1,862,674
-305,325
340
$88.1M 0.04%
1,055,653
+83,628
341
$88M 0.04%
961,282
-52,095
342
$88M 0.04%
957,286
-200,883
343
$87.9M 0.04%
1,703,746
+105,435
344
$87.2M 0.04%
2,746,840
-378,555
345
$86M 0.04%
615,238
+18,119
346
$85.6M 0.04%
1,052,122
-52,587
347
$85.4M 0.04%
1,583,521
-348,207
348
$85.1M 0.04%
284,597
+182,421
349
$84.4M 0.04%
1,542,699
+80,354
350
$83.8M 0.04%
1,759,665
+251,005
12 13
14
15 16