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
401
$70.7M 0.03%
1,332,685
+214,323
402
$70.5M 0.03%
3,386,757
-424,635
403
$70.3M 0.03%
527,355
+37,098
404
$69.9M 0.03%
2,115,927
+2,102,825
405
$69.9M 0.03%
4,193,127
+4,184,051
406
$69.8M 0.03%
132,839
+10,731
407
$69.5M 0.03%
403,350
+23,550
408
$69.5M 0.03%
2,217,354
-201,893
409
$69M 0.03%
573,921
-38,306
410
$68.6M 0.03%
542,142
-48,557
411
$68.2M 0.03%
825,278
+113,213
412
$67.4M 0.03%
2,902,741
-427,464
413
$67.4M 0.03%
4,186,064
+1,150,048
414
$67M 0.03%
1,325,435
-305,855
415
$66.7M 0.03%
852,082
+8,932
416
$66.6M 0.03%
2,906,717
-416,662
417
$66.2M 0.03%
1,701,281
-27,348
418
$66.1M 0.03%
736,715
+123,462
419
$66.1M 0.03%
2,228,646
+20,881
420
$65.9M 0.03%
1,003,718
+226,576
421
$65.9M 0.03%
348,170
+47,984
422
$65.7M 0.03%
919,428
+868,158
423
$64.9M 0.03%
1,094,397
+45,651
424
$64.9M 0.03%
1,118,102
+102,474
425
$64.5M 0.03%
1,755,388
-114,644
15 16
17
18 19