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
3501
$270K ﹤0.01%
4,476
+3,485
3502
$270K ﹤0.01%
7,419
-1,532
3503
$270K ﹤0.01%
52,779
-57,986
3504
$269K ﹤0.01%
17,685
-17,947
3505
$269K ﹤0.01%
4,192
+1,265
3506
$269K ﹤0.01%
13,287
+745
3507
$269K ﹤0.01%
15,894
+4,225
3508
$268K ﹤0.01%
49,723
+29,979
3509
$268K ﹤0.01%
9,603
-118,441
3510
$268K ﹤0.01%
9,762
-465
3511
$268K ﹤0.01%
12,400
+4,688
3512
$268K ﹤0.01%
22,813
+3,772
3513
$267K ﹤0.01%
20,844
-2,088
3514
$267K ﹤0.01%
23,814
-364
3515
$265K ﹤0.01%
1,811
+401
3516
$265K ﹤0.01%
12,399
+3,235
3517
$263K ﹤0.01%
5,758
+196
3518
$263K ﹤0.01%
4,570
-2,207
3519
$263K ﹤0.01%
6,871
-12,354
3520
$262K ﹤0.01%
15,049
+12,765
3521
$262K ﹤0.01%
9,944
-5,840
3522
$262K ﹤0.01%
10,200
-4,499
3523
$262K ﹤0.01%
4,045
-3,708
3524
$262K ﹤0.01%
5,286
-564
3525
$262K ﹤0.01%
3,040
-569
139 140
141
142 143