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
1176
$13.3M 0.01%
554,788
+14,275
1177
$13.3M 0.01%
247,600
+244,194
1178
$13.3M 0.01%
644,549
-11,784
1179
$13.3M 0.01%
243,723
+111,864
1180
$13.3M 0.01%
314,528
+61,314
1181
$13.3M 0.01%
245,592
+3,288
1182
$13.3M 0.01%
326,131
-79,824
1183
$13.2M 0.01%
724,054
+9,725
1184
$13.2M 0.01%
272,256
+71,830
1185
$13.2M 0.01%
347,163
+22,301
1186
$13.2M 0.01%
378,254
+91,884
1187
$13.2M 0.01%
303,410
+51,352
1188
$13.2M 0.01%
468,729
-32,129
1189
$13.1M 0.01%
110,990
+16,815
1190
$13.1M 0.01%
1,136,651
+24,771
1191
$13.1M 0.01%
124,844
+2,468
1192
$13.1M 0.01%
540,824
+26,126
1193
$13.1M 0.01%
375,823
-107,461
1194
$13.1M 0.01%
128,333
+37,413
1195
$13M 0.01%
178,925
-4,226
1196
$13M 0.01%
362,896
-98,200
1197
$13M 0.01%
392,722
+28,089
1198
$13M 0.01%
287,669
-4,774
1199
$13M 0.01%
116,253
+14,667
1200
$12.9M 0.01%
211,711
+4,234
46 47
48
49 50