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
1076
$15.3M 0.01%
531,492
-611,408
1077
$15.2M 0.01%
210,778
-17,574
1078
$15.2M 0.01%
67,524
+11,607
1079
$15.2M 0.01%
234,304
+143,583
1080
$15.2M 0.01%
852,930
-773,220
1081
$15.2M 0.01%
+716,354
1082
$15.1M 0.01%
572,104
-70,040
1083
$15.1M 0.01%
642,248
-215,627
1084
$15.1M 0.01%
867,084
-232,188
1085
$15.1M 0.01%
300,817
+4,998
1086
$15.1M 0.01%
592,005
+18,915
1087
$15M 0.01%
415,465
+49,766
1088
$15M 0.01%
321,160
-276,943
1089
$15M 0.01%
811,553
+80,228
1090
$15M 0.01%
812,066
+401,965
1091
$15M 0.01%
227,782
+3,274
1092
$15M 0.01%
2,923,015
-449,070
1093
$14.9M 0.01%
613,878
-22,830
1094
$14.9M 0.01%
684,451
+57,026
1095
$14.9M 0.01%
2,989,570
+188,123
1096
$14.8M 0.01%
610,947
+37,428
1097
$14.8M 0.01%
989,463
+62,441
1098
$14.8M 0.01%
253,332
+1,794
1099
$14.8M 0.01%
3,189,842
+89,657
1100
$14.7M 0.01%
251,282
+13,757
42 43
44
45 46