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
426
$64.5M 0.03%
1,308,000
-66,841
427
$64.2M 0.03%
4,234,334
-2,221,133
428
$64.1M 0.03%
1,871,277
-29,378
429
$63.5M 0.03%
477,307
-131,573
430
$63.3M 0.03%
185,002
+4,478
431
$62.9M 0.03%
1,463,984
+1,170,330
432
$62.8M 0.03%
1,061,230
-27,404
433
$62.4M 0.03%
1,135,106
+780,672
434
$62.3M 0.03%
1,320,418
-96,551
435
$62.1M 0.03%
1,083,701
+71,352
436
$61.9M 0.03%
1,304,621
-114,468
437
$61.7M 0.03%
2,701,844
+2,640,710
438
$61.5M 0.03%
1,327,936
-23,465
439
$61.3M 0.03%
795,939
+3,831
440
$61.2M 0.03%
1,872,560
+787,397
441
$60.9M 0.03%
1,268,734
-54,484
442
$60.7M 0.03%
1,577,630
-127,006
443
$60.4M 0.03%
1,146,052
-13,098
444
$60.3M 0.03%
354,800
-14,660
445
$60.2M 0.03%
353,793
+49,541
446
$60.1M 0.03%
1,083,051
-203,516
447
$60M 0.03%
3,176,812
+647,764
448
$59.9M 0.03%
1,002,628
+156,100
449
$59.6M 0.03%
1,171,800
-25,058
450
$59.4M 0.03%
2,444,310
+848,706
16 17
18
19 20