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
3301
$372K ﹤0.01%
21,750
+7,821
3302
$370K ﹤0.01%
17,480
-12,470
3303
$370K ﹤0.01%
37,434
+2,475
3304
$369K ﹤0.01%
23,352
+9,919
3305
$369K ﹤0.01%
7,277
+1,862
3306
$369K ﹤0.01%
10,036
+854
3307
$368K ﹤0.01%
7,669
-2,991
3308
$368K ﹤0.01%
10,149
+4,042
3309
$368K ﹤0.01%
15,482
+1,882
3310
$368K ﹤0.01%
12,459
+2,011
3311
$368K ﹤0.01%
29,867
+25,900
3312
$368K ﹤0.01%
42,330
-4,821
3313
$365K ﹤0.01%
36,572
+3,461
3314
$364K ﹤0.01%
25,926
+1,981
3315
$363K ﹤0.01%
18,877
+15,599
3316
$363K ﹤0.01%
9,889
+1,217
3317
$363K ﹤0.01%
11,133
+1,477
3318
$362K ﹤0.01%
12,477
+172
3319
$362K ﹤0.01%
15,497
-4,222
3320
$362K ﹤0.01%
21,538
+4,241
3321
$361K ﹤0.01%
3,156
3322
$361K ﹤0.01%
78,043
-7,603
3323
$360K ﹤0.01%
9,721
+4,593
3324
$359K ﹤0.01%
13,814
-1,952
3325
$359K ﹤0.01%
14,539
-364
131 132
133
134 135