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
2976
$642K ﹤0.01%
1,012
+429
2977
$641K ﹤0.01%
13,195
+2,722
2978
$640K ﹤0.01%
48,005
-12,847
2979
$639K ﹤0.01%
11,134
+129
2980
$638K ﹤0.01%
100,648
-163,041
2981
$637K ﹤0.01%
23,381
-2,149
2982
$636K ﹤0.01%
48,373
+5,316
2983
$632K ﹤0.01%
20,446
+3,416
2984
$632K ﹤0.01%
11,521
-1,431
2985
$630K ﹤0.01%
34,261
+9,889
2986
$630K ﹤0.01%
33,392
-9,208
2987
$630K ﹤0.01%
28,528
+4,964
2988
$630K ﹤0.01%
19,365
+2,109
2989
$630K ﹤0.01%
35,196
-23,903
2990
$629K ﹤0.01%
34,795
-21,151
2991
$624K ﹤0.01%
4,020
-830
2992
$623K ﹤0.01%
34,895
-881
2993
$622K ﹤0.01%
20,207
+6,581
2994
$617K ﹤0.01%
116,450
+2,719
2995
$617K ﹤0.01%
10,546
-35,968
2996
$617K ﹤0.01%
115,010
-584
2997
$616K ﹤0.01%
42,405
-22,032
2998
$615K ﹤0.01%
12,326
-12,282
2999
$614K ﹤0.01%
12,424
-1,571
3000
$614K ﹤0.01%
25,071
+9,771
118 119
120
121 122