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
376
$57.4M 0.03%
2,687,746
+1,165,289
377
$57.3M 0.03%
265
-7
378
$57.1M 0.03%
2,245,807
+255,988
379
$57M 0.03%
830,758
+68,782
380
$56.5M 0.03%
2,232,939
+214,820
381
$56M 0.03%
2,110,206
+28,374
382
$56M 0.03%
1,204,424
-101
383
$55.8M 0.03%
1,583,856
-90,941
384
$55.5M 0.03%
1,270,053
+503,676
385
$55.1M 0.03%
864,742
-36,811
386
$54.9M 0.03%
2,117,491
+16,951
387
$54.7M 0.03%
670,352
+226,419
388
$54.7M 0.03%
444,517
+20,226
389
$54.4M 0.03%
1,143,026
+186,910
390
$53.5M 0.03%
1,626,411
-641,119
391
$53.4M 0.03%
3,111,537
-345,006
392
$53.4M 0.03%
1,063,255
+91,659
393
$53.4M 0.03%
1,076,298
+31,285
394
$53M 0.03%
1,616,923
+1,616,023
395
$52.6M 0.03%
1,928,181
+73,375
396
$51.8M 0.03%
1,065,095
+193,276
397
$51.7M 0.03%
1,073,211
-79,750
398
$51.7M 0.03%
1,578,765
-58,880
399
$51.5M 0.03%
3,325,211
-554,742
400
$51.5M 0.03%
1,114,744
+81,500
14 15
16
17 18