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
1151
$13.7M 0.01%
653,943
-47,642
1152
$13.7M 0.01%
307,299
-273
1153
$13.7M 0.01%
540,072
+463,886
1154
$13.7M 0.01%
464,995
-8,960
1155
$13.7M 0.01%
257,283
+5,253
1156
$13.6M 0.01%
934,213
-152,822
1157
$13.6M 0.01%
274,448
+66,074
1158
$13.6M 0.01%
771,757
+17,155
1159
$13.6M 0.01%
256,322
-111,903
1160
$13.6M 0.01%
416,658
+340,983
1161
$13.6M 0.01%
132,255
+100,301
1162
$13.5M 0.01%
451,098
-89,754
1163
$13.5M 0.01%
547,086
-24,966
1164
$13.5M 0.01%
158,942
+912
1165
$13.5M 0.01%
390,007
+29,014
1166
$13.5M 0.01%
133,659
+42,614
1167
$13.4M 0.01%
183,654
+59,159
1168
$13.4M 0.01%
210,841
+156,191
1169
$13.4M 0.01%
209,287
+132,885
1170
$13.4M 0.01%
+166,800
1171
$13.4M 0.01%
1,992,895
+52,797
1172
$13.3M 0.01%
399,553
-151,292
1173
$13.3M 0.01%
209,275
-52,406
1174
$13.3M 0.01%
226,488
+54,208
1175
$13.3M 0.01%
206,146
-12,459
45 46
47
48 49