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
2551
$1.29M ﹤0.01%
68,415
+8,341
2552
$1.29M ﹤0.01%
93,455
+6,989
2553
$1.28M ﹤0.01%
18,063
-487
2554
$1.28M ﹤0.01%
52,053
+5,190
2555
$1.28M ﹤0.01%
72,061
-1,819
2556
$1.28M ﹤0.01%
19,287
+4,748
2557
$1.28M ﹤0.01%
21,682
+1,674
2558
$1.28M ﹤0.01%
33,915
+4,421
2559
$1.28M ﹤0.01%
81,706
+7,712
2560
$1.27M ﹤0.01%
145,412
+52,980
2561
$1.27M ﹤0.01%
85,980
-17,900
2562
$1.27M ﹤0.01%
103,245
-102,222
2563
$1.26M ﹤0.01%
83,214
-142,418
2564
$1.26M ﹤0.01%
76,420
+16,534
2565
$1.26M ﹤0.01%
77,619
+30,976
2566
$1.26M ﹤0.01%
72,713
+14,982
2567
$1.26M ﹤0.01%
40,019
+1,647
2568
$1.26M ﹤0.01%
1,513
-670
2569
$1.26M ﹤0.01%
79,591
+13,764
2570
$1.25M ﹤0.01%
114,589
+71,514
2571
$1.25M ﹤0.01%
34,639
+1,178
2572
$1.25M ﹤0.01%
28,844
-28,790
2573
$1.25M ﹤0.01%
30,843
-18,203
2574
$1.25M ﹤0.01%
44,261
-494
2575
$1.25M ﹤0.01%
11,928
-33,019
101 102
103
104 105