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
1126
$14.2M 0.01%
676,010
-31,157
1127
$14.1M 0.01%
161,010
-20,196
1128
$14.1M 0.01%
273,654
+25,761
1129
$14.1M 0.01%
250,117
+8,644
1130
$14.1M 0.01%
152,739
-183,685
1131
$14.1M 0.01%
479,976
+104,004
1132
$14.1M 0.01%
238,574
-7,013
1133
$14.1M 0.01%
190,380
+131,030
1134
$14M 0.01%
166,176
-42,993
1135
$14M 0.01%
872,525
+1,966
1136
$14M 0.01%
232,966
+24,165
1137
$14M 0.01%
406,539
+12,365
1138
$14M 0.01%
130,120
-9,012
1139
$14M 0.01%
107,232
+26,798
1140
$14M 0.01%
377,912
+255,990
1141
$14M 0.01%
1,287,184
-285,206
1142
$13.9M 0.01%
246,894
+578
1143
$13.9M 0.01%
762,300
+2,650
1144
$13.9M 0.01%
753,309
-869
1145
$13.9M 0.01%
361,220
+14,132
1146
$13.9M 0.01%
134,531
-3,075
1147
$13.8M 0.01%
371,065
+151,354
1148
$13.8M 0.01%
328,530
-263,356
1149
$13.8M 0.01%
551,650
+438,544
1150
$13.8M 0.01%
89,520
+13,550
44 45
46
47 48