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
626
$38.3M 0.02%
383,754
-32,586
627
$38.2M 0.02%
493,907
+20,924
628
$38.1M 0.02%
1,655,901
-114,645
629
$38.1M 0.02%
602,223
+19,500
630
$38M 0.02%
1,732,829
-80,995
631
$37.9M 0.02%
824,534
-23,287
632
$37.9M 0.02%
481,301
-3,327
633
$37.9M 0.02%
2,883,397
-822,893
634
$37.8M 0.02%
2,904,288
+8,602
635
$37.7M 0.02%
286,725
+80,553
636
$37.7M 0.02%
1,319,366
-24,697
637
$37.5M 0.02%
377,864
+7,712
638
$37.1M 0.02%
418,082
+192,897
639
$37.1M 0.02%
852,247
-4,383
640
$37M 0.02%
5,435,620
+5,434,620
641
$36.9M 0.02%
1,272,267
+881,073
642
$36.9M 0.02%
1,698,408
+363,086
643
$36.9M 0.02%
1,623,834
-25,116
644
$36.8M 0.02%
294,773
+27,157
645
$36.8M 0.02%
794,636
+102,420
646
$36.7M 0.02%
559,122
+173,805
647
$36.6M 0.02%
807,058
+69,660
648
$36.5M 0.02%
912,867
-10,660
649
$36.5M 0.02%
1,457,654
+174,389
650
$36.4M 0.02%
229,128
-1,040
24 25
26
27 28