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
851
$23M 0.01%
1,258,833
+428,406
852
$23M 0.01%
352,250
+163,317
853
$22.9M 0.01%
942,284
+4,743
854
$22.8M 0.01%
1,268,576
+65,932
855
$22.7M 0.01%
3,552,039
+76,465
856
$22.6M 0.01%
2,586,494
+82,537
857
$22.6M 0.01%
462,535
-46,806
858
$22.6M 0.01%
920,511
-31,368
859
$22.5M 0.01%
855,203
-164,809
860
$22.4M 0.01%
293,393
+32,308
861
$22.4M 0.01%
939,922
+86,490
862
$22.4M 0.01%
1,094,590
+652,948
863
$22.3M 0.01%
106,491
-106,864
864
$22.3M 0.01%
419,146
+157,418
865
$22.2M 0.01%
352,129
+16,774
866
$22.1M 0.01%
1,664,570
-85,102
867
$22.1M 0.01%
2,773,669
+16,303
868
$22M 0.01%
387,073
+33,562
869
$21.9M 0.01%
1,330,787
-113,228
870
$21.9M 0.01%
509,920
+142,377
871
$21.8M 0.01%
1,524,289
-23,893
872
$21.8M 0.01%
1,379,782
+13,216
873
$21.7M 0.01%
302,540
+3,252
874
$21.6M 0.01%
1,464,927
+65,951
875
$21.6M 0.01%
1,964,834
+1,961,925
33 34
35
36 37