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
251
$106M 0.06%
806,140
+175,217
252
$105M 0.06%
2,446,198
-776,754
253
$105M 0.06%
1,180,462
+14,758
254
$104M 0.06%
995,197
-5,761
255
$103M 0.06%
759,490
+19,241
256
$103M 0.06%
4,494,870
-793,219
257
$103M 0.06%
1,623,960
-124,180
258
$102M 0.06%
2,384,818
-150,117
259
$101M 0.06%
1,541,436
+144,561
260
$100M 0.06%
2,551,407
+172,332
261
$99.3M 0.06%
897,639
+2,617
262
$99.2M 0.06%
2,077,476
+459,780
263
$99.1M 0.06%
316,721
+57,960
264
$99M 0.06%
9,738,555
-350,892
265
$98.6M 0.06%
2,219,945
-302,485
266
$98.4M 0.06%
1,824,617
+97,835
267
$98.2M 0.06%
1,073,277
+335,451
268
$96.3M 0.06%
763,641
-31,220
269
$96.2M 0.06%
2,449,505
+219,869
270
$94.9M 0.06%
2,173,416
+192,920
271
$94.6M 0.06%
3,504,231
+501,827
272
$94.4M 0.06%
1,933,119
+32,838
273
$94.3M 0.06%
1,238,219
-43,610
274
$94.2M 0.06%
584,414
+2,452
275
$93.1M 0.06%
2,176,891
+168,149
9 10
11
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