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
2526
$1.33M ﹤0.01%
90,863
+50,818
2527
$1.33M ﹤0.01%
91,318
-45,522
2528
$1.33M ﹤0.01%
25,959
-487
2529
$1.32M ﹤0.01%
30,971
-24,070
2530
$1.32M ﹤0.01%
36,511
-5,464
2531
$1.32M ﹤0.01%
27,618
+175
2532
$1.32M ﹤0.01%
28,220
-1,507
2533
$1.32M ﹤0.01%
34,560
-8,459
2534
$1.31M ﹤0.01%
145,570
+8,660
2535
$1.31M ﹤0.01%
39,403
+9,518
2536
$1.31M ﹤0.01%
18,075
-13,132
2537
$1.31M ﹤0.01%
45,829
+38,782
2538
$1.31M ﹤0.01%
55,468
+38,620
2539
$1.31M ﹤0.01%
53,886
+53,006
2540
$1.31M ﹤0.01%
24,366
-1,710
2541
$1.31M ﹤0.01%
18,527
+7,303
2542
$1.3M ﹤0.01%
32,481
+592
2543
$1.3M ﹤0.01%
17,708
-14,642
2544
$1.3M ﹤0.01%
48,524
-13,348
2545
$1.3M ﹤0.01%
29,163
+13,438
2546
$1.3M ﹤0.01%
57,233
-26,943
2547
$1.29M ﹤0.01%
95,599
-6,359
2548
$1.29M ﹤0.01%
143,665
+131,730
2549
$1.29M ﹤0.01%
22,173
-6,347
2550
$1.29M ﹤0.01%
106,831
-114,693
100 101
102
103 104