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
2001
$4.11M ﹤0.01%
153,243
+15,717
2002
$4.09M ﹤0.01%
197,328
+1,476
2003
$4.08M ﹤0.01%
73,315
-78,191
2004
$4.08M ﹤0.01%
948,799
+4,389
2005
$4.08M ﹤0.01%
64,713
+29,355
2006
$4.08M ﹤0.01%
119,880
+114,972
2007
$4.08M ﹤0.01%
45,839
+5,476
2008
$4.07M ﹤0.01%
147,206
-43,865
2009
$4.07M ﹤0.01%
61,444
+42,654
2010
$4.06M ﹤0.01%
31,400
-68,233
2011
$4.05M ﹤0.01%
194,620
-59,225
2012
$4.02M ﹤0.01%
132,673
+127,578
2013
$4.01M ﹤0.01%
107,867
+7,699
2014
$4.01M ﹤0.01%
359,897
-934
2015
$4M ﹤0.01%
12,631
+1,686
2016
$3.99M ﹤0.01%
76,001
-60,562
2017
$3.97M ﹤0.01%
60,283
+59,762
2018
$3.97M ﹤0.01%
97,966
+33,810
2019
$3.96M ﹤0.01%
796,101
+55,269
2020
$3.96M ﹤0.01%
70,754
-5,408
2021
$3.96M ﹤0.01%
220,929
+123,206
2022
$3.96M ﹤0.01%
238,845
-142,198
2023
$3.95M ﹤0.01%
148,987
-50,352
2024
$3.95M ﹤0.01%
368,116
+7,943
2025
$3.94M ﹤0.01%
73,092
+41,789
79 80
81
82 83