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
426
$46.4M 0.03%
5,320,536
+168,642
427
$46.4M 0.03%
1,683,631
-572,834
428
$46.4M 0.03%
1,576,377
+341,444
429
$46.1M 0.03%
1,112,589
+21,835
430
$45.7M 0.03%
1,721,567
+654,655
431
$45.5M 0.03%
1,027,551
+247,230
432
$45.5M 0.03%
1,160,465
+36,192
433
$45.4M 0.03%
952,055
-16,608
434
$45.2M 0.03%
713,886
+318,704
435
$45.1M 0.03%
3,086,730
+2,562,258
436
$45M 0.03%
1,179,458
+136,094
437
$45M 0.03%
1,493,095
+330,979
438
$44.9M 0.03%
1,319,376
+15,203
439
$44.8M 0.03%
1,634,436
-22,445
440
$44.8M 0.03%
1,246,430
-214,072
441
$44.6M 0.03%
1,612,201
+593,648
442
$44.4M 0.03%
1,662,012
+168,184
443
$44.4M 0.03%
819,059
-30,509
444
$44.3M 0.03%
1,304,092
-240,437
445
$44.2M 0.03%
352,947
+177,984
446
$44.1M 0.03%
1,671,982
+86,629
447
$44M 0.03%
+1,371,117
448
$43.9M 0.03%
466,286
-56,090
449
$43.8M 0.03%
2,898,037
+129,939
450
$43.7M 0.03%
887,882
+103,727
16 17
18
19 20