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
351
$63.2M 0.04%
930,360
-82,811
352
$62.8M 0.04%
778,952
+259,998
353
$62.3M 0.04%
712,314
+563,237
354
$62.1M 0.04%
6,578,389
-5,151
355
$62.1M 0.04%
969,669
-285,708
356
$61.7M 0.04%
1,185,601
+110,819
357
$61.6M 0.04%
1,174,648
+253,918
358
$61.5M 0.04%
702,901
+1,475
359
$61.2M 0.04%
1,582,830
+255,062
360
$60.7M 0.04%
4,215,720
+189,764
361
$60.6M 0.04%
4,230,716
-3,153,683
362
$60.5M 0.04%
1,554,701
-48,740
363
$60.3M 0.04%
973,912
-13,538
364
$59.9M 0.04%
4,367,465
+141,243
365
$59.8M 0.04%
1,233,491
+965,237
366
$59.1M 0.04%
1,422,805
+251,882
367
$59.1M 0.04%
1,338,017
-22,860
368
$59.1M 0.04%
1,252,408
-84,319
369
$59M 0.04%
942,130
-1,622
370
$58.9M 0.04%
1,242,866
+37,838
371
$58.9M 0.04%
3,310,345
+1,400,053
372
$58.4M 0.03%
1,928,862
+8,538
373
$58.3M 0.03%
934,866
-13,978
374
$58.1M 0.03%
453,208
+6,605
375
$57.6M 0.03%
715,312
-198
13 14
15
16 17