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
701
$32.5M 0.01%
1,159,842
+927,443
702
$32.5M 0.01%
671,980
+18,743
703
$32.5M 0.01%
261,506
-366,873
704
$32.4M 0.01%
2,793,125
+1,759,496
705
$32.4M 0.01%
842,740
+38,118
706
$31.8M 0.01%
4,936,519
+22,443
707
$31.8M 0.01%
895,557
-191,570
708
$31.7M 0.01%
889,493
+86,995
709
$31.6M 0.01%
252,728
+9,027
710
$31.4M 0.01%
1,268,658
+92,771
711
$31.4M 0.01%
484,482
-6,584
712
$31.3M 0.01%
300,892
-120,739
713
$31.2M 0.01%
449,921
+264,654
714
$30.9M 0.01%
617,537
+1,650
715
$30.6M 0.01%
499,969
+2,744
716
$30.6M 0.01%
602,419
+8,149
717
$30.6M 0.01%
1,285,237
+1,092,708
718
$30.5M 0.01%
788,372
+73,343
719
$30.4M 0.01%
293,058
-65,523
720
$30.3M 0.01%
766,827
+216,823
721
$30.3M 0.01%
407,750
-5,423
722
$30.2M 0.01%
1,364,925
+1,320,936
723
$30.2M 0.01%
1,150,664
+27,264
724
$30.1M 0.01%
1,002,549
-40,432
725
$30.1M 0.01%
204,873
-446,443
27 28
29
30 31