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
3426
$306K ﹤0.01%
16,170
+2,111
3427
$306K ﹤0.01%
+6,524
3428
$305K ﹤0.01%
17,791
+808
3429
$305K ﹤0.01%
4,410
-836
3430
$304K ﹤0.01%
+15,329
3431
$303K ﹤0.01%
2
-1
3432
$302K ﹤0.01%
10,732
-11,139
3433
$301K ﹤0.01%
4,519
-2,915
3434
$301K ﹤0.01%
7,484
-293,342
3435
$300K ﹤0.01%
11,813
-1,413
3436
$300K ﹤0.01%
12,994
-7,949
3437
$300K ﹤0.01%
33,226
+9,207
3438
$298K ﹤0.01%
7,370
+1,690
3439
$298K ﹤0.01%
18,761
+185
3440
$297K ﹤0.01%
39,976
-11,853
3441
$297K ﹤0.01%
34,093
+11,278
3442
$297K ﹤0.01%
14,200
+7,382
3443
$297K ﹤0.01%
5,492
-1,203
3444
$296K ﹤0.01%
2,137
-128
3445
$296K ﹤0.01%
13,234
-80,886
3446
$296K ﹤0.01%
20,915
+9,289
3447
$295K ﹤0.01%
4,215
-13,607
3448
$295K ﹤0.01%
10,900
+300
3449
$295K ﹤0.01%
6,035
-968
3450
$294K ﹤0.01%
21,061
+3,264
136 137
138
139 140