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
1251
$12.1M 0.01%
286,506
+2,973
1252
$12.1M 0.01%
534,674
+2,406
1253
$12M 0.01%
359,658
-22,108
1254
$12M 0.01%
153,273
+73,229
1255
$12M 0.01%
74,834
+29,534
1256
$12M 0.01%
90,816
-17,148
1257
$12M 0.01%
580,365
+108,917
1258
$12M 0.01%
1,459,236
+85,335
1259
$11.9M 0.01%
526,080
+524,766
1260
$11.9M 0.01%
170,496
+5,200
1261
$11.9M 0.01%
450,369
+24,288
1262
$11.9M 0.01%
182,382
+387
1263
$11.9M 0.01%
101,312
+8,444
1264
$11.8M 0.01%
599,498
-2,662
1265
$11.8M 0.01%
2,560,870
+456,227
1266
$11.8M 0.01%
384,306
-133,149
1267
$11.8M 0.01%
303,668
-83,429
1268
$11.8M 0.01%
254,494
+197,183
1269
$11.7M 0.01%
441,253
-1,855
1270
$11.7M 0.01%
559,355
+4,147
1271
$11.7M 0.01%
105,231
+295
1272
$11.7M 0.01%
191,995
+28,690
1273
$11.7M 0.01%
170,151
-14,723
1274
$11.6M 0.01%
103,777
-10,737
1275
$11.6M 0.01%
65,519
+9,294
49 50
51
52 53