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
651
$36.3M 0.02%
1,530,820
+67,534
652
$36.3M 0.02%
4,841,926
+400,196
653
$36.1M 0.02%
1,324,595
-92,882
654
$36M 0.02%
658,338
-4,241
655
$35.8M 0.02%
322,209
+35,628
656
$35.7M 0.02%
671,993
+149,374
657
$35.7M 0.02%
665,904
-77,704
658
$35.6M 0.02%
542,130
+24,503
659
$35.5M 0.02%
672,515
-49,495
660
$35.4M 0.02%
491,845
-24,744
661
$35.4M 0.02%
122,503
-55,103
662
$35.1M 0.02%
1,063,506
-411,469
663
$35M 0.02%
2,909,700
+38,692
664
$34.9M 0.02%
1,147,860
+599,332
665
$34.8M 0.02%
575,426
-1,949
666
$34.5M 0.02%
299,366
-19,127
667
$34.5M 0.01%
436,106
+252,207
668
$34.4M 0.01%
2,571,397
+215,511
669
$34.3M 0.01%
1,241,881
+554,352
670
$34.3M 0.01%
491,393
+280,171
671
$34M 0.01%
98,528
+12,366
672
$33.8M 0.01%
1,670,219
-1,290,944
673
$33.8M 0.01%
318,062
+11,766
674
$33.8M 0.01%
1,038,509
+399,880
675
$33.7M 0.01%
1,319,026
+45,172
25 26
27
28 29