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
2501
$1.36M ﹤0.01%
57,398
-88,299
2502
$1.36M ﹤0.01%
8,292
-3,267
2503
$1.36M ﹤0.01%
56,964
-3,320
2504
$1.35M ﹤0.01%
87,171
+17,145
2505
$1.35M ﹤0.01%
91,264
+4,912
2506
$1.35M ﹤0.01%
108,866
+53,331
2507
$1.35M ﹤0.01%
96,799
+9,601
2508
$1.35M ﹤0.01%
30,766
+27,579
2509
$1.34M ﹤0.01%
26,689
-6,575
2510
$1.34M ﹤0.01%
82,842
-2,306
2511
$1.34M ﹤0.01%
96,713
+3,298
2512
$1.34M ﹤0.01%
47,279
+28,392
2513
$1.34M ﹤0.01%
22,918
+22,808
2514
$1.34M ﹤0.01%
71,761
-3,543
2515
$1.34M ﹤0.01%
71,012
-285,097
2516
$1.34M ﹤0.01%
167,999
+38,436
2517
$1.34M ﹤0.01%
42,484
+3,484
2518
$1.34M ﹤0.01%
17,487
+1,261
2519
$1.34M ﹤0.01%
45,891
-64,442
2520
$1.34M ﹤0.01%
73,301
-15,387
2521
$1.33M ﹤0.01%
31,471
-62
2522
$1.33M ﹤0.01%
52,681
-69,247
2523
$1.33M ﹤0.01%
33,942
-12,920
2524
$1.33M ﹤0.01%
25,575
-37,119
2525
$1.33M ﹤0.01%
22,141
-10,766
99 100
101
102 103