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
1976
$4.22M ﹤0.01%
336,652
+3,022
1977
$4.22M ﹤0.01%
742,377
-293,596
1978
$4.21M ﹤0.01%
262,723
+77,704
1979
$4.2M ﹤0.01%
313,410
-124,941
1980
$4.2M ﹤0.01%
552,743
+252,195
1981
$4.18M ﹤0.01%
636,960
-453,232
1982
$4.18M ﹤0.01%
38,883
+8,922
1983
$4.17M ﹤0.01%
86,601
+56,630
1984
$4.16M ﹤0.01%
101,780
+17,037
1985
$4.16M ﹤0.01%
118,268
-18,664
1986
$4.16M ﹤0.01%
82,581
-59,708
1987
$4.15M ﹤0.01%
78,888
-265,536
1988
$4.15M ﹤0.01%
72,456
+69,758
1989
$4.15M ﹤0.01%
208,205
-556,932
1990
$4.15M ﹤0.01%
242,621
+182,243
1991
$4.14M ﹤0.01%
163,110
-164,352
1992
$4.14M ﹤0.01%
53,082
+13,011
1993
$4.13M ﹤0.01%
70,320
-4,914
1994
$4.13M ﹤0.01%
18,517
+1,433
1995
$4.13M ﹤0.01%
345,491
-61,658
1996
$4.13M ﹤0.01%
318,518
-67,124
1997
$4.12M ﹤0.01%
3,291
+70
1998
$4.12M ﹤0.01%
138,593
+125,580
1999
$4.11M ﹤0.01%
1,777,933
-645,476
2000
$4.11M ﹤0.01%
167,424
+31,895
78 79
80
81 82