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
726
$30.1M 0.01%
528,280
-74,805
727
$30M 0.01%
194,532
+21,648
728
$30M 0.01%
2,820,004
-13,558
729
$29.9M 0.01%
417,931
-209,093
730
$29.8M 0.01%
1,687,968
+305,183
731
$29.6M 0.01%
400,462
-1,347
732
$29.5M 0.01%
618,965
-90,223
733
$29.4M 0.01%
148,724
+29,590
734
$29.4M 0.01%
914,742
+85,998
735
$29.3M 0.01%
735,910
-30,962
736
$29.3M 0.01%
541,124
-242,420
737
$29.1M 0.01%
1,196,337
-254,965
738
$29.1M 0.01%
1,273,380
-657,735
739
$29.1M 0.01%
2,056,576
+29,260
740
$29.1M 0.01%
2,325,278
-239,023
741
$29M 0.01%
1,615,523
-261,881
742
$28.8M 0.01%
947,331
+168,060
743
$28.7M 0.01%
1,966,966
+1,273
744
$28.5M 0.01%
335,599
-217,588
745
$28.5M 0.01%
856,143
-317,940
746
$28.4M 0.01%
1,911,356
-334,209
747
$28.4M 0.01%
994,487
+77,557
748
$28.3M 0.01%
699,782
-168,899
749
$28.2M 0.01%
980,453
-82,765
750
$28.1M 0.01%
931,639
-59,055
28 29
30
31 32