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
576
$42.5M 0.02%
2,484,885
+17,751
577
$42.4M 0.02%
1,636,067
+74,807
578
$42.4M 0.02%
713,193
-114,093
579
$42.2M 0.02%
1,264,055
-1,009,153
580
$42M 0.02%
2,372,772
+81,189
581
$41.9M 0.02%
1,823,750
-73,530
582
$41.8M 0.02%
1,019,438
+47,245
583
$41.8M 0.02%
2,915,998
+461,752
584
$41.7M 0.02%
1,498,985
-10,715
585
$41.5M 0.02%
391,429
+56,493
586
$41.5M 0.02%
1,192,464
+326,048
587
$41.4M 0.02%
280,255
-20,871
588
$41.4M 0.02%
1,928,766
+834,141
589
$41.3M 0.02%
705,278
+180,591
590
$41.1M 0.02%
1,584,056
-247,665
591
$41.1M 0.02%
1,085,849
-201,712
592
$41M 0.02%
1,121,580
+129,980
593
$40.9M 0.02%
941,126
-175,826
594
$40.9M 0.02%
2,618,290
+144,409
595
$40.8M 0.02%
1,145,085
+46,500
596
$40.8M 0.02%
1,347,614
+691,728
597
$40.7M 0.02%
490,104
-126
598
$40.5M 0.02%
577,162
-449,770
599
$40.4M 0.02%
619,128
+147,201
600
$40.3M 0.02%
1,790,565
-308,920
22 23
24
25 26