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
2726
$977K ﹤0.01%
16,965
+1,479
2727
$973K ﹤0.01%
20,943
+5,403
2728
$970K ﹤0.01%
28,099
+2,027
2729
$970K ﹤0.01%
55,133
-9,779
2730
$969K ﹤0.01%
84,116
-25,374
2731
$969K ﹤0.01%
25,697
+229
2732
$968K ﹤0.01%
32,606
-241
2733
$967K ﹤0.01%
81,443
-6,597
2734
$964K ﹤0.01%
25,555
+1,380
2735
$964K ﹤0.01%
138,365
-5,953
2736
$963K ﹤0.01%
75,137
+28,611
2737
$962K ﹤0.01%
33,673
+9,463
2738
$962K ﹤0.01%
17,515
+488
2739
$959K ﹤0.01%
15,601
+15,346
2740
$959K ﹤0.01%
19,877
+339
2741
$958K ﹤0.01%
46,908
-62,893
2742
$957K ﹤0.01%
43,137
-81,828
2743
$957K ﹤0.01%
49,464
+17,320
2744
$955K ﹤0.01%
17,018
-5,944
2745
$954K ﹤0.01%
64,567
-60,113
2746
$954K ﹤0.01%
95,794
+13,240
2747
$952K ﹤0.01%
46,884
-2,662
2748
$951K ﹤0.01%
107,159
+13,612
2749
$946K ﹤0.01%
14,846
+1,359
2750
$945K ﹤0.01%
60,586
-34,325
108 109
110
111 112