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
476
$39.6M 0.02%
746,695
-186,112
477
$39.5M 0.02%
3,636,397
+505,023
478
$39.4M 0.02%
914,988
+11,883
479
$39.3M 0.02%
1,569,547
+67,008
480
$39.1M 0.02%
790,249
+38,983
481
$38.9M 0.02%
974,225
+573,271
482
$38.9M 0.02%
1,733,345
+96,983
483
$38.9M 0.02%
593,422
-60,999
484
$38.9M 0.02%
668,702
-419,709
485
$38.7M 0.02%
3,178,248
+564,111
486
$38.6M 0.02%
1,191,377
-7,998
487
$38.4M 0.02%
631,646
+47,580
488
$38.4M 0.02%
466,307
-20,901
489
$38.4M 0.02%
1,279,095
+87,625
490
$38.4M 0.02%
1,807,413
-551,586
491
$37.9M 0.02%
2,250,925
+60,140
492
$37.7M 0.02%
349,543
+1,868
493
$37.4M 0.02%
1,736,096
-123,861
494
$37.1M 0.02%
487,440
+28,589
495
$37.1M 0.02%
1,310,580
-141,919
496
$37.1M 0.02%
793,882
+21,117
497
$37.1M 0.02%
495,546
-59,019
498
$37M 0.02%
1,629,346
+102,177
499
$36.9M 0.02%
932,841
+638,682
500
$36.9M 0.02%
335,092
+83,934
18 19
20
21 22