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
2026
$3.93M ﹤0.01%
179,999
+11,966
2027
$3.93M ﹤0.01%
86,374
+82,142
2028
$3.92M ﹤0.01%
39,297
-948
2029
$3.92M ﹤0.01%
270,365
+16,985
2030
$3.91M ﹤0.01%
20,302
+19,901
2031
$3.9M ﹤0.01%
67,695
+2,866
2032
$3.9M ﹤0.01%
118,735
-130,114
2033
$3.89M ﹤0.01%
55,913
+8,406
2034
$3.88M ﹤0.01%
35,870
+2,291
2035
$3.88M ﹤0.01%
331,990
+69,490
2036
$3.87M ﹤0.01%
36,729
+5,656
2037
$3.86M ﹤0.01%
93,239
-301
2038
$3.86M ﹤0.01%
315,356
-23,476
2039
$3.86M ﹤0.01%
82,335
+41,209
2040
$3.85M ﹤0.01%
398,490
-28,811
2041
$3.81M ﹤0.01%
152,657
-5,168
2042
$3.81M ﹤0.01%
147,448
+119,308
2043
$3.81M ﹤0.01%
139,383
+51,833
2044
$3.8M ﹤0.01%
192,143
+52,415
2045
$3.79M ﹤0.01%
65,698
+13,876
2046
$3.79M ﹤0.01%
79,223
-1,993
2047
$3.78M ﹤0.01%
51,042
-57,275
2048
$3.78M ﹤0.01%
1,238,475
+309,144
2049
$3.77M ﹤0.01%
275,019
+45,492
2050
$3.76M ﹤0.01%
59,588
-24,086
80 81
82
83 84