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
876
$21.5M 0.01%
1,577,042
+41,661
877
$21.5M 0.01%
2,283,049
-38,820
878
$21.5M 0.01%
177,415
+99,267
879
$21.5M 0.01%
460,485
-41,345
880
$21.4M 0.01%
200,185
-36,079
881
$21.4M 0.01%
343,199
-27,630
882
$21.4M 0.01%
507,609
+248,350
883
$21.4M 0.01%
520,752
-33,320
884
$21.4M 0.01%
31,840
-6,504
885
$21.2M 0.01%
2,138,295
+834,594
886
$21.2M 0.01%
642,272
-44,295
887
$21.2M 0.01%
196,757
+75,536
888
$21.1M 0.01%
567,628
-403,114
889
$21.1M 0.01%
488,689
-18,958
890
$21.1M 0.01%
653,668
-32,100
891
$21M 0.01%
704,031
+454
892
$21M 0.01%
958,062
+19,912
893
$21M 0.01%
98,136
+13,309
894
$21M 0.01%
72,794
+45,911
895
$21M 0.01%
605,886
+211,196
896
$21M 0.01%
962,760
-40,172
897
$21M 0.01%
720,228
-6,240
898
$20.9M 0.01%
167,378
-18,406
899
$20.9M 0.01%
442,866
+18,818
900
$20.7M 0.01%
588,167
-32,634
34 35
36
37 38