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
176
$224M 0.1%
985,860
+7,954
177
$223M 0.1%
20,178,471
+3,553,873
178
$223M 0.1%
2,030,697
+344,620
179
$221M 0.1%
2,658,838
+678,516
180
$220M 0.1%
2,489,759
+15,345
181
$220M 0.1%
2,722,158
-74,561
182
$218M 0.09%
3,808,413
+103,788
183
$212M 0.09%
1,942,740
-1,611,150
184
$209M 0.09%
3,426,617
-684,830
185
$207M 0.09%
8,251,220
+562,524
186
$202M 0.09%
2,833,551
+2,028,692
187
$200M 0.09%
4,065,667
+3,150,156
188
$200M 0.09%
5,848,550
-1,779,370
189
$198M 0.09%
2,929,526
+157,602
190
$196M 0.08%
3,840,180
+809,363
191
$196M 0.08%
3,800,165
-2,932,339
192
$196M 0.08%
1,013,145
-23,870
193
$195M 0.08%
4,745,910
-3,284,575
194
$194M 0.08%
1,913,201
+322,486
195
$193M 0.08%
2,659,722
+19,063
196
$193M 0.08%
2,637,522
+1,487,326
197
$189M 0.08%
2,655,950
+122,454
198
$186M 0.08%
2,728,073
+2,550,940
199
$186M 0.08%
3,711,987
-634,927
200
$184M 0.08%
1,365,928
+42,154
6 7
8
9 10