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
2676
$1.06M ﹤0.01%
13,653
-21,761
2677
$1.05M ﹤0.01%
30,395
-19,511
2678
$1.05M ﹤0.01%
33,082
+29,312
2679
$1.05M ﹤0.01%
29,340
-5,116
2680
$1.05M ﹤0.01%
65,657
+3,795
2681
$1.05M ﹤0.01%
16,663
-1,054
2682
$1.05M ﹤0.01%
29,378
+8,652
2683
$1.04M ﹤0.01%
65,288
+5,195
2684
$1.04M ﹤0.01%
220,506
+73,991
2685
$1.04M ﹤0.01%
23,227
+5,257
2686
$1.04M ﹤0.01%
42,539
-14,004
2687
$1.03M ﹤0.01%
15,853
+345
2688
$1.03M ﹤0.01%
90,274
+725
2689
$1.03M ﹤0.01%
27,166
-11,878
2690
$1.03M ﹤0.01%
176,656
-165,591
2691
$1.03M ﹤0.01%
27,158
-171
2692
$1.03M ﹤0.01%
43,713
-4,404
2693
$1.03M ﹤0.01%
34,719
-47,043
2694
$1.03M ﹤0.01%
74,658
+16,278
2695
$1.02M ﹤0.01%
62,528
+39,746
2696
$1.02M ﹤0.01%
30,953
-3,389
2697
$1.02M ﹤0.01%
34,113
+17,216
2698
$1.02M ﹤0.01%
39,053
-4,077
2699
$1.02M ﹤0.01%
42,067
+41,249
2700
$1.02M ﹤0.01%
46,329
+12,283
106 107
108
109 110