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
4701
$45K ﹤0.01%
10,103
-2,902
4702
$45K ﹤0.01%
776
-1,603
4703
$45K ﹤0.01%
2,066
-229
4704
$45K ﹤0.01%
7,253
-2,885
4705
$45K ﹤0.01%
506
-83
4706
$45K ﹤0.01%
3,707
+3,321
4707
$45K ﹤0.01%
1,279
+856
4708
$45K ﹤0.01%
164,967
+77,573
4709
$45K ﹤0.01%
+1,870
4710
$45K ﹤0.01%
30,807
+1,280
4711
$44K ﹤0.01%
+1,748
4712
$44K ﹤0.01%
1,865
+150
4713
$44K ﹤0.01%
5,981
+1,168
4714
$44K ﹤0.01%
5,622
-1,009
4715
$44K ﹤0.01%
2,399
+681
4716
$44K ﹤0.01%
6,282
-4,485
4717
$44K ﹤0.01%
3,224
+1,557
4718
$44K ﹤0.01%
916
+140
4719
$44K ﹤0.01%
706
-934
4720
$44K ﹤0.01%
2,611
+485
4721
$44K ﹤0.01%
3,698
+2,821
4722
$44K ﹤0.01%
+1,996
4723
$44K ﹤0.01%
1,382
-1,543
4724
$44K ﹤0.01%
1,666
+1,181
4725
$44K ﹤0.01%
1,901
-45,440
187 188
189
190 191