UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
Utilities Select Sector SPDR Fund
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
1
$5.34B 2.31%
19,680,710
+3,753,842
2
$3.8B 1.64%
38,517,122
+6,347,941
3
$3.08B 1.34%
66,623,936
+6,514,596
4
$2.34B 1.01%
34,969,428
+1,013,510
5
$2.22B 0.96%
35,096,576
+2,645,437
6
$1.96B 0.85%
10,041,072
+45,276
7
$1.96B 0.85%
34,667,060
+2,768,480
8
$1.93B 0.84%
38,825,260
+1,243,068
9
$1.89B 0.82%
18,111,294
-20,953
10
$1.86B 0.8%
35,334,188
+2,248,278
11
$1.71B 0.74%
20,164,540
+3,648,140
12
$1.63B 0.7%
15,654,950
+1,206,174
13
$1.51B 0.66%
11,982,372
+1,503,731
14
$1.5B 0.65%
7,724,466
+597,785
15
$1.48B 0.64%
12,185,972
+172,006
16
$1.47B 0.64%
11,102,364
+969,426
17
$1.47B 0.64%
95,628,101
-1,994,590
18
$1.46B 0.63%
9,732,275
+212,271
19
$1.4B 0.61%
16,784,270
+832,731
20
$1.29B 0.56%
7,510,748
+790,975
21
$1.27B 0.55%
14,819,289
-44,851
22
$1.26B 0.55%
16,042,876
+355,494
23
$1.25B 0.54%
7,936,512
+331,620
24
$1.21B 0.52%
7,381,386
+275,507
25
$1.16B 0.5%
20,727,420
+3,412,640
1
2 3 4 5