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
976
$18.1M 0.01%
218,087
+211,811
977
$18.1M 0.01%
447,192
-226,656
978
$18.1M 0.01%
1,223,907
-79,938
979
$18.1M 0.01%
449,986
+101,394
980
$18M 0.01%
546,389
-12,441
981
$18M 0.01%
163,927
-48,450
982
$18M 0.01%
372,973
+88,856
983
$18M 0.01%
632,428
+30,889
984
$18M 0.01%
327,521
+24,509
985
$18M 0.01%
209,026
+77,022
986
$17.9M 0.01%
382,853
+84,344
987
$17.9M 0.01%
742,825
+277,387
988
$17.8M 0.01%
2,214,291
+812,442
989
$17.8M 0.01%
171,451
+19,150
990
$17.7M 0.01%
994,518
+602,553
991
$17.7M 0.01%
933,286
+236,938
992
$17.7M 0.01%
966,713
-307,437
993
$17.6M 0.01%
30,430
-12,350
994
$17.6M 0.01%
535,885
+38,268
995
$17.6M 0.01%
501,493
+258,122
996
$17.6M 0.01%
826,395
+10,931
997
$17.5M 0.01%
1,486,582
-35,610
998
$17.4M 0.01%
231,504
+74,373
999
$17.4M 0.01%
833,929
-1,155,154
1000
$17.4M 0.01%
16,055
-3,212
38 39
40
41 42