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
351
$83.6M 0.04%
1,109,998
+128,980
352
$83.3M 0.04%
1,270,310
+49,656
353
$82.9M 0.04%
2,421,720
+67,728
354
$82.6M 0.04%
1,768,113
+1,746,922
355
$82.4M 0.04%
546,074
-580,662
356
$82.2M 0.04%
1,189,428
-254,417
357
$82M 0.04%
3,697,311
+162,634
358
$81.6M 0.04%
3,505,723
+2,147,434
359
$81.5M 0.04%
1,649,288
+63,006
360
$80.7M 0.04%
1,084,924
+63,562
361
$80.7M 0.03%
1,164,689
-348,026
362
$80.7M 0.03%
368,497
+36,453
363
$80.5M 0.03%
4,024,849
+28,734
364
$80.4M 0.03%
1,826,441
+151,425
365
$80M 0.03%
938,576
+192,954
366
$79.7M 0.03%
511,493
+12,914
367
$79.6M 0.03%
1,326,247
+218,884
368
$79.4M 0.03%
6,021,929
-28,245
369
$79.4M 0.03%
1,668,618
-20,066
370
$79M 0.03%
925,439
-13,590
371
$78.6M 0.03%
2,236,062
-363,953
372
$78.2M 0.03%
711,921
-106,952
373
$77.5M 0.03%
1,513,739
+293,864
374
$77.3M 0.03%
1,769,570
+161,505
375
$77.2M 0.03%
2,847,996
+228,786
13 14
15
16 17