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
801
$25.2M 0.01%
884,893
+126,072
802
$25.2M 0.01%
1,839,585
+115,262
803
$25.1M 0.01%
744,090
-124,029
804
$25.1M 0.01%
1,281,902
+695,379
805
$25M 0.01%
706,659
+78,436
806
$25M 0.01%
324,857
+35,746
807
$24.9M 0.01%
826,865
+137,353
808
$24.9M 0.01%
1,018,052
-14,411
809
$24.9M 0.01%
293,810
+46,171
810
$24.8M 0.01%
171,365
-18,699
811
$24.8M 0.01%
255,795
+48,495
812
$24.7M 0.01%
533,900
-29,620
813
$24.7M 0.01%
1,189,901
+1,013,178
814
$24.6M 0.01%
625,285
-15,268
815
$24.6M 0.01%
88,985
-20,279
816
$24.5M 0.01%
895,386
-74,910
817
$24.5M 0.01%
239,213
+112,007
818
$24.5M 0.01%
1,272,940
+15,060
819
$24.5M 0.01%
294,806
+123,386
820
$24.5M 0.01%
532,462
+117,305
821
$24.4M 0.01%
825,553
-84,891
822
$24.4M 0.01%
643,506
-167,678
823
$24.4M 0.01%
1,572,153
-188,504
824
$24.3M 0.01%
2,325,602
-27,717
825
$24.3M 0.01%
3,221,152
-9,626
31 32
33
34 35