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
1201
$12.9M 0.01%
81,311
+30,869
1202
$12.9M 0.01%
344,936
+2,511
1203
$12.9M 0.01%
814,950
+11,063
1204
$12.9M 0.01%
279,633
-75,218
1205
$12.8M 0.01%
944,004
+171,403
1206
$12.8M 0.01%
379,579
-191,153
1207
$12.8M 0.01%
232,056
-2,620
1208
$12.8M 0.01%
74,283
-59,186
1209
$12.7M 0.01%
666,014
+583,784
1210
$12.7M 0.01%
449,998
-4,198
1211
$12.7M 0.01%
931,139
-490,234
1212
$12.6M 0.01%
113,377
-11,776
1213
$12.6M 0.01%
104,559
+49,866
1214
$12.6M 0.01%
36,589
-17,865
1215
$12.6M 0.01%
644,011
+36,559
1216
$12.6M 0.01%
10,010
-753
1217
$12.6M 0.01%
330,819
+35,824
1218
$12.6M 0.01%
525,854
+29,341
1219
$12.6M 0.01%
133,775
+86,128
1220
$12.6M 0.01%
73,759
+21,888
1221
$12.5M 0.01%
618,754
-200,285
1222
$12.5M 0.01%
269,532
-35,488
1223
$12.5M 0.01%
809,528
+482,881
1224
$12.5M 0.01%
1,680,027
+70,459
1225
$12.5M 0.01%
1,113,830
+563,923
47 48
49
50 51