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
4901
$35K ﹤0.01%
1,675
+1,625
4902
$35K ﹤0.01%
808
-116
4903
$35K ﹤0.01%
129,448
+8,300
4904
$34K ﹤0.01%
5,627
+2,956
4905
$34K ﹤0.01%
1,746
-19,573
4906
$34K ﹤0.01%
2,272
+2,216
4907
$34K ﹤0.01%
2,400
+1,687
4908
$34K ﹤0.01%
1,217
+104
4909
$34K ﹤0.01%
1,269
+69
4910
$34K ﹤0.01%
+4,300
4911
$34K ﹤0.01%
2,984
+1,828
4912
$34K ﹤0.01%
2,000
4913
$34K ﹤0.01%
2,975
-22,412
4914
$34K ﹤0.01%
1,385
+1,175
4915
$34K ﹤0.01%
2,406
+546
4916
$34K ﹤0.01%
3,148
-1,634
4917
$34K ﹤0.01%
12,572
-8,728
4918
$34K ﹤0.01%
3,402
+465
4919
$34K ﹤0.01%
15,463
+4,084
4920
$34K ﹤0.01%
1,204
-496
4921
$34K ﹤0.01%
9,216
+7,791
4922
$33K ﹤0.01%
1,446
+1,146
4923
$33K ﹤0.01%
4,300
-151
4924
$33K ﹤0.01%
15,574
-2,979
4925
$33K ﹤0.01%
384
-646
195 196
197
198 199