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
326
$73.8M 0.04%
1,835,259
+132,855
327
$73M 0.04%
3,490,542
-314,048
328
$72.3M 0.04%
1,471,669
+84,481
329
$72.1M 0.04%
2,406,092
+920,331
330
$72M 0.04%
930,321
+297,302
331
$71.8M 0.04%
1,330,187
+115,230
332
$71.4M 0.04%
792,567
+13,464
333
$70.9M 0.04%
1,540,120
+537,057
334
$70.5M 0.04%
883,425
-20,205
335
$70.4M 0.04%
1,718,303
-112,474
336
$70M 0.04%
1,252,643
-22,176
337
$69.6M 0.04%
603,201
-66,435
338
$69.2M 0.04%
1,077,203
+84,700
339
$68.9M 0.04%
1,640,812
+630,047
340
$68.9M 0.04%
3,524,120
+1,336,507
341
$67.6M 0.04%
3,765,786
-1,680,699
342
$67.6M 0.04%
1,456,393
-36,028
343
$67.4M 0.04%
6,843,320
-552,480
344
$67.3M 0.04%
2,715,994
-269,582
345
$65.8M 0.04%
1,207,623
-3,232
346
$65.1M 0.04%
38,018,880
+8,383,160
347
$64.9M 0.04%
860,549
-88,295
348
$63.6M 0.04%
508,104
-40,937
349
$63.5M 0.04%
456,881
+26,115
350
$63.4M 0.04%
1,394,907
-161,580
12 13
14
15 16