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
451
$43.7M 0.03%
1,572,886
+66,490
452
$43.4M 0.03%
1,717,924
+291,153
453
$43.3M 0.03%
908,174
-3,172,718
454
$43.3M 0.03%
1,727,169
+226,269
455
$43.2M 0.03%
879,156
+78,325
456
$43.2M 0.03%
915,162
+4,519
457
$42.8M 0.03%
414,264
+2,473
458
$42.8M 0.03%
1,979,896
-1,134,545
459
$42.3M 0.03%
2,740,304
+159,198
460
$42.2M 0.03%
906,417
+143,933
461
$42M 0.03%
1,300,325
-31,641
462
$41.9M 0.03%
618,469
+65,821
463
$41.5M 0.02%
323,774
-33,876
464
$41.1M 0.02%
1,091,274
+281,100
465
$41M 0.02%
1,778,900
-1,406,253
466
$41M 0.02%
2,176,218
+88,255
467
$40.7M 0.02%
1,642,413
+309,165
468
$40.5M 0.02%
1,515,701
-27,718
469
$40.4M 0.02%
762,800
+59,066
470
$40.2M 0.02%
948,106
-129,001
471
$40.1M 0.02%
193,680
-60,106
472
$40M 0.02%
757,040
+6,010
473
$39.8M 0.02%
858,902
+224,235
474
$39.8M 0.02%
185,965
+11,838
475
$39.8M 0.02%
1,542,615
-24,401
17 18
19
20 21