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
2476
$1.41M ﹤0.01%
13,697
-507
2477
$1.41M ﹤0.01%
79,740
+56,113
2478
$1.41M ﹤0.01%
33,446
-4,080
2479
$1.4M ﹤0.01%
92,574
-4,091
2480
$1.4M ﹤0.01%
11,253
-322
2481
$1.4M ﹤0.01%
12,458
-1,981
2482
$1.4M ﹤0.01%
75,991
+1,458
2483
$1.4M ﹤0.01%
61,236
+1,366
2484
$1.4M ﹤0.01%
9,089
-18,017
2485
$1.4M ﹤0.01%
6,727
+3,593
2486
$1.4M ﹤0.01%
52,934
+12,549
2487
$1.4M ﹤0.01%
47,589
+1,311
2488
$1.39M ﹤0.01%
32,740
-36,129
2489
$1.39M ﹤0.01%
13,917
-3,185
2490
$1.38M ﹤0.01%
145,098
+15,536
2491
$1.38M ﹤0.01%
339,991
+304,194
2492
$1.38M ﹤0.01%
56,275
+46,171
2493
$1.38M ﹤0.01%
43,421
-6,976
2494
$1.37M ﹤0.01%
52,315
+13,882
2495
$1.36M ﹤0.01%
99,415
+51,702
2496
$1.36M ﹤0.01%
26,091
+24,045
2497
$1.36M ﹤0.01%
18,739
+11,019
2498
$1.36M ﹤0.01%
60,345
-41,258
2499
$1.36M ﹤0.01%
12,141
-611
2500
$1.36M ﹤0.01%
23,952
+803
98 99
100
101 102