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
126
$382M 0.17%
7,570,083
+274,815
127
$381M 0.16%
5,765,965
+4,841,047
128
$376M 0.16%
5,137,284
+502,691
129
$376M 0.16%
5,757,817
-19,934
130
$361M 0.16%
19,768,800
-1,352,730
131
$359M 0.16%
4,509,604
+302,818
132
$359M 0.16%
6,764,308
+196,264
133
$356M 0.15%
2,281,924
+122,589
134
$347M 0.15%
5,183,327
-1,074,468
135
$345M 0.15%
8,029,749
+6,926,334
136
$341M 0.15%
1,734,129
-32,435
137
$339M 0.15%
13,986,120
-18,120
138
$338M 0.15%
15,164,466
-3,784,621
139
$336M 0.15%
6,479,802
-255,755
140
$335M 0.15%
11,727,303
+1,639,938
141
$327M 0.14%
4,126,475
-125,014
142
$323M 0.14%
10,055,798
+5,734,615
143
$323M 0.14%
4,559,496
+325,216
144
$321M 0.14%
3,858,626
+643,472
145
$319M 0.14%
3,826,340
-728,121
146
$312M 0.13%
2,933,630
-488,136
147
$311M 0.13%
11,710,325
-7,368,007
148
$307M 0.13%
1,467,098
-76,608
149
$306M 0.13%
5,752,986
+62,185
150
$306M 0.13%
4,561,003
+4,348,199
4 5
6
7 8