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
3451
$294K ﹤0.01%
23,508
+2,300
3452
$292K ﹤0.01%
4,780
-3,024
3453
$292K ﹤0.01%
8,247
+83
3454
$292K ﹤0.01%
9,573
+905
3455
$292K ﹤0.01%
17,032
-34,438
3456
$291K ﹤0.01%
22,848
-4,664
3457
$291K ﹤0.01%
12,554
3458
$290K ﹤0.01%
25,905
+1,514
3459
$290K ﹤0.01%
4,484
-13,205
3460
$290K ﹤0.01%
4,841
-43
3461
$289K ﹤0.01%
5,779
+346
3462
$287K ﹤0.01%
+9,498
3463
$287K ﹤0.01%
20,710
+4,051
3464
$285K ﹤0.01%
5,927
+3,391
3465
$285K ﹤0.01%
10,826
-1,315
3466
$284K ﹤0.01%
9,897
-2,195
3467
$283K ﹤0.01%
9,808
-1,480
3468
$283K ﹤0.01%
21,154
-2,374
3469
$282K ﹤0.01%
12,026
+10,409
3470
$282K ﹤0.01%
26,522
-806
3471
$282K ﹤0.01%
8,569
+152
3472
$282K ﹤0.01%
5,342
-1,422
3473
$282K ﹤0.01%
24,025
-9,142
3474
$281K ﹤0.01%
14,631
-996
3475
$280K ﹤0.01%
17,572
+850
137 138
139
140 141