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
3601
$235K ﹤0.01%
12,905
-7,018
3602
$234K ﹤0.01%
19,819
-5,339
3603
$233K ﹤0.01%
+31,523
3604
$233K ﹤0.01%
20,647
+8,826
3605
$233K ﹤0.01%
17,223
+4,353
3606
$233K ﹤0.01%
16,565
-12,250
3607
$233K ﹤0.01%
27,506
+20,614
3608
$232K ﹤0.01%
5,680
-1,872
3609
$231K ﹤0.01%
12,394
-3,553
3610
$230K ﹤0.01%
27,470
-1,380
3611
$230K ﹤0.01%
15,877
-12,782
3612
$229K ﹤0.01%
18,787
-16,684
3613
$229K ﹤0.01%
15,150
-242
3614
$229K ﹤0.01%
3,312
+1,007
3615
$229K ﹤0.01%
9,907
-7,140
3616
$229K ﹤0.01%
15,981
-15,182
3617
$229K ﹤0.01%
3,002
+1,040
3618
$228K ﹤0.01%
12,170
+1,866
3619
$228K ﹤0.01%
4,284
-1,705
3620
$228K ﹤0.01%
10,246
-844
3621
$227K ﹤0.01%
16,127
+3,448
3622
$227K ﹤0.01%
15,764
+5,386
3623
$226K ﹤0.01%
8,453
+2,063
3624
$226K ﹤0.01%
8,620
-1,979
3625
$226K ﹤0.01%
13,683
+8,979
143 144
145
146 147