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
601
$40.2M 0.02%
721,752
+7,569
602
$40.2M 0.02%
1,028,449
-286,168
603
$40.2M 0.02%
367,535
-4,661,633
604
$40.1M 0.02%
439,364
-105,082
605
$40M 0.02%
436,924
-198,030
606
$39.9M 0.02%
136,204
-131,502
607
$39.9M 0.02%
716,302
-84,893
608
$39.8M 0.02%
1,846,262
-33,606
609
$39.8M 0.02%
272,140
+151,854
610
$39.8M 0.02%
2,546,094
+322,127
611
$39.6M 0.02%
271,422
-8,783
612
$39.3M 0.02%
383,261
+168,378
613
$39.3M 0.02%
4,675,037
-1,816,242
614
$39.2M 0.02%
3,584,670
+1,395,803
615
$39.2M 0.02%
1,555,843
-90,885
616
$39.1M 0.02%
628,464
-126,697
617
$39.1M 0.02%
210,306
-14,510
618
$39.1M 0.02%
620,818
+111,517
619
$39M 0.02%
257,011
-60,879
620
$38.9M 0.02%
313,837
+12,041
621
$38.8M 0.02%
723,608
+92,243
622
$38.4M 0.02%
893,552
-338,950
623
$38.4M 0.02%
4,303,333
+785,926
624
$38.4M 0.02%
956,415
+19,818
625
$38.3M 0.02%
782,558
+427,784
23 24
25
26 27