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
2801
$855K ﹤0.01%
33,253
-4,758
2802
$855K ﹤0.01%
17,879
+7,528
2803
$853K ﹤0.01%
21,438
+1,570
2804
$851K ﹤0.01%
51,805
+39,840
2805
$850K ﹤0.01%
18,758
+10,258
2806
$850K ﹤0.01%
42,135
-743
2807
$848K ﹤0.01%
53,529
-15,678
2808
$848K ﹤0.01%
35,000
-1,050
2809
$847K ﹤0.01%
26,120
-2,140
2810
$847K ﹤0.01%
104,269
+77,154
2811
$845K ﹤0.01%
44,948
+4,400
2812
$844K ﹤0.01%
30,301
+7,240
2813
$839K ﹤0.01%
10,254
-4,724
2814
$839K ﹤0.01%
44,465
+3,265
2815
$836K ﹤0.01%
45,009
+597
2816
$832K ﹤0.01%
8,152
-1,390
2817
$829K ﹤0.01%
59,818
+4,948
2818
$829K ﹤0.01%
25,267
-752
2819
$827K ﹤0.01%
32,850
-3,952
2820
$825K ﹤0.01%
37,822
-45,112
2821
$825K ﹤0.01%
53,348
-2,256
2822
$823K ﹤0.01%
40,673
-15,343
2823
$820K ﹤0.01%
34,705
-1,584
2824
$820K ﹤0.01%
92,267
-14,710
2825
$819K ﹤0.01%
37,796
-8,311
111 112
113
114 115