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
926
$20M 0.01%
1,174,757
+36,191
927
$20M 0.01%
309,454
-46,727
928
$19.9M 0.01%
295,524
+12,343
929
$19.9M 0.01%
713,825
+77,430
930
$19.9M 0.01%
258,573
+55,898
931
$19.8M 0.01%
457,213
-825,447
932
$19.8M 0.01%
566,560
+209,170
933
$19.8M 0.01%
334,093
+124,799
934
$19.6M 0.01%
347,707
+74,852
935
$19.6M 0.01%
615,073
+6,105
936
$19.5M 0.01%
610,585
+228,993
937
$19.5M 0.01%
662,688
+45,501
938
$19.5M 0.01%
4,371,669
-93,427
939
$19.3M 0.01%
411,471
+20,936
940
$19.3M 0.01%
276,348
-320,359
941
$19.3M 0.01%
567,981
+9,243
942
$19.2M 0.01%
1,030,703
+653,011
943
$19.2M 0.01%
444,561
-685,934
944
$19.1M 0.01%
217,053
+62,622
945
$19.1M 0.01%
361,247
+6,264
946
$19.1M 0.01%
2,091,506
+8,881
947
$19M 0.01%
840,174
-38,471
948
$19M 0.01%
1,303,329
-306,755
949
$18.9M 0.01%
1,747,086
+1,320,684
950
$18.9M 0.01%
1,044,700
+16,291
36 37
38
39 40