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
3151
$477K ﹤0.01%
10,589
+4,737
3152
$476K ﹤0.01%
13,506
-31,353
3153
$476K ﹤0.01%
12,271
-7,289
3154
$475K ﹤0.01%
20,343
+2,504
3155
$474K ﹤0.01%
2,625
+211
3156
$473K ﹤0.01%
19,452
-1,169
3157
$472K ﹤0.01%
31,006
-3,651
3158
$471K ﹤0.01%
12,075
-10,413
3159
$468K ﹤0.01%
7,084
-16,159
3160
$468K ﹤0.01%
5,919
+4,525
3161
$468K ﹤0.01%
21,217
-4,989
3162
$467K ﹤0.01%
32,916
+4,732
3163
$464K ﹤0.01%
71,318
-86,010
3164
$464K ﹤0.01%
9,973
-3,366
3165
$464K ﹤0.01%
18,868
-5,827
3166
$464K ﹤0.01%
11,826
+2,809
3167
$463K ﹤0.01%
42,707
-263,821
3168
$463K ﹤0.01%
53,863
-2,406
3169
$461K ﹤0.01%
22,626
-12,174
3170
$461K ﹤0.01%
18,465
-4,598
3171
$460K ﹤0.01%
11,437
+10,737
3172
$459K ﹤0.01%
45,000
+34,101
3173
$458K ﹤0.01%
40,005
-3,219
3174
$455K ﹤0.01%
1,462
-8
3175
$455K ﹤0.01%
29,076
-4,439
125 126
127
128 129