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
776
$26.3M 0.01%
698,036
-53,192
777
$26.3M 0.01%
2,987,828
-92,721
778
$26.3M 0.01%
1,394,702
+61,132
779
$26.2M 0.01%
2,074,797
+155,767
780
$26.2M 0.01%
242,372
-148,179
781
$26.2M 0.01%
876,238
+218,955
782
$26.2M 0.01%
2,253,819
+359,982
783
$26.2M 0.01%
1,217,224
+1,139,980
784
$26.1M 0.01%
1,477,380
+306,551
785
$26.1M 0.01%
+519,362
786
$26.1M 0.01%
495,462
+362,338
787
$26.1M 0.01%
680,390
+402,690
788
$26M 0.01%
207,021
-35,227
789
$26M 0.01%
1,127,556
-145,078
790
$26M 0.01%
279,054
+34,790
791
$26M 0.01%
1,314,691
+200,381
792
$25.9M 0.01%
441,812
+7,662
793
$25.8M 0.01%
705,770
-72,875
794
$25.8M 0.01%
532,008
+48,484
795
$25.6M 0.01%
604,618
-62,452
796
$25.6M 0.01%
224,657
-1,466
797
$25.6M 0.01%
1,768,732
+88,948
798
$25.5M 0.01%
680,640
-85,831
799
$25.4M 0.01%
149,210
-46,357
800
$25.3M 0.01%
479,423
+193,344
30 31
32
33 34