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
2576
$1.25M ﹤0.01%
95,776
+2,691
2577
$1.24M ﹤0.01%
152,349
+123,061
2578
$1.24M ﹤0.01%
152,670
-40,701
2579
$1.24M ﹤0.01%
43,893
-89,227
2580
$1.24M ﹤0.01%
75,471
+9,643
2581
$1.24M ﹤0.01%
53,985
+390
2582
$1.23M ﹤0.01%
+25,424
2583
$1.23M ﹤0.01%
112,227
-4,147
2584
$1.23M ﹤0.01%
51,985
+20,218
2585
$1.22M ﹤0.01%
36,458
-2,228
2586
$1.21M ﹤0.01%
23,362
+20,683
2587
$1.21M ﹤0.01%
117,867
+3,997
2588
$1.21M ﹤0.01%
42,580
+7,374
2589
$1.21M ﹤0.01%
3,736
-1,825
2590
$1.21M ﹤0.01%
25,311
+7,956
2591
$1.21M ﹤0.01%
21,172
-236
2592
$1.2M ﹤0.01%
81,742
+3,629
2593
$1.2M ﹤0.01%
55,187
-4,188
2594
$1.2M ﹤0.01%
307,903
+229,892
2595
$1.2M ﹤0.01%
35,240
+20,886
2596
$1.2M ﹤0.01%
20,221
+6,589
2597
$1.19M ﹤0.01%
99,380
-28,421
2598
$1.19M ﹤0.01%
46,748
+8,067
2599
$1.19M ﹤0.01%
29,776
-10,267
2600
$1.19M ﹤0.01%
46,177
+4,366
102 103
104
105 106