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
2601
$1.19M ﹤0.01%
8,609
-524
2602
$1.18M ﹤0.01%
93,721
+13,277
2603
$1.18M ﹤0.01%
140,211
+9,864
2604
$1.18M ﹤0.01%
27,032
-2,566
2605
$1.17M ﹤0.01%
81,912
+508
2606
$1.17M ﹤0.01%
207,482
-103,181
2607
$1.17M ﹤0.01%
24,516
+14,353
2608
$1.17M ﹤0.01%
82,170
+30,245
2609
$1.16M ﹤0.01%
22,678
+9,934
2610
$1.16M ﹤0.01%
32,590
-1,519
2611
$1.16M ﹤0.01%
67,280
+21,738
2612
$1.16M ﹤0.01%
14,227
+9,736
2613
$1.16M ﹤0.01%
41,532
+6,256
2614
$1.15M ﹤0.01%
47,843
-29,679
2615
$1.15M ﹤0.01%
11,986
-386
2616
$1.15M ﹤0.01%
23,006
+2,309
2617
$1.14M ﹤0.01%
8,659
-438
2618
$1.14M ﹤0.01%
40,093
+21,741
2619
$1.14M ﹤0.01%
48,935
+13,141
2620
$1.14M ﹤0.01%
10,200
+3,530
2621
$1.14M ﹤0.01%
45,460
+3,306
2622
$1.14M ﹤0.01%
19,789
+3,518
2623
$1.14M ﹤0.01%
51,521
+13,538
2624
$1.13M ﹤0.01%
64,368
-8,936
2625
$1.13M ﹤0.01%
37,467
-1,267
103 104
105
106 107