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
3676
$210K ﹤0.01%
3,388
-978
3677
$210K ﹤0.01%
8,407
+5,846
3678
$210K ﹤0.01%
34,500
-3,718
3679
$209K ﹤0.01%
+69,360
3680
$209K ﹤0.01%
50,758
+30,703
3681
$208K ﹤0.01%
6,533
+992
3682
$208K ﹤0.01%
10,840
-2,076
3683
$207K ﹤0.01%
8,790
+6,246
3684
$207K ﹤0.01%
1,978
-193
3685
$207K ﹤0.01%
15,263
+7,622
3686
$207K ﹤0.01%
11,968
-10,651
3687
$206K ﹤0.01%
172
+82
3688
$206K ﹤0.01%
6,381
+31
3689
$206K ﹤0.01%
629
+120
3690
$206K ﹤0.01%
11,535
-61
3691
$205K ﹤0.01%
11,195
+3,440
3692
$205K ﹤0.01%
4,878
+368
3693
$204K ﹤0.01%
3,533
-580
3694
$204K ﹤0.01%
16,537
+15,037
3695
$203K ﹤0.01%
3,380
+930
3696
$203K ﹤0.01%
11,754
+2,648
3697
$202K ﹤0.01%
13,685
+284
3698
$202K ﹤0.01%
1,782
+142
3699
$201K ﹤0.01%
11,320
-5,627
3700
$201K ﹤0.01%
+5,188
146 147
148
149 150