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
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,343
New
Increased
Reduced
Closed

Top Buys

1
+$692M
2
+$432M
3
+$294M
4
PX
Praxair Inc
PX
+$288M
5
V icon
Visa
V
+$208M

Top Sells

1
+$438M
2
+$255M
3
+$178M
4
TE
TECO ENERGY INC
TE
+$176M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$161M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$125M 0.07%
1,074,174
+44,581
227
$125M 0.07%
10,653,310
+5,072,181
228
$124M 0.07%
1,123,806
-52,003
229
$124M 0.07%
1,218,344
-1,087
230
$123M 0.07%
4,843,185
+828,219
231
$122M 0.07%
2,223,818
+473,388
232
$122M 0.07%
972,781
+55,001
233
$121M 0.07%
4,715,427
+1,022,502
234
$119M 0.07%
2,385,910
+226,335
235
$118M 0.07%
1,475,705
-193,541
236
$118M 0.07%
3,417,311
-755,209
237
$118M 0.07%
1,315,187
+145,459
238
$118M 0.07%
643,230
+17,654
239
$116M 0.07%
1,058,728
+87,426
240
$115M 0.07%
1,202,243
-84,548
241
$115M 0.07%
1,612,512
+435,572
242
$114M 0.07%
2,613,129
+68,106
243
$113M 0.07%
4,335,062
+653,411
244
$112M 0.07%
4,254,828
-9,647,514
245
$111M 0.07%
2,044,916
+244,249
246
$110M 0.07%
1,180,352
+72,797
247
$109M 0.07%
1,912,729
-179,213
248
$108M 0.06%
2,086,163
+798,019
249
$107M 0.06%
3,243,367
+54,401
250
$106M 0.06%
2,653,719
+123,662
8 9
10
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