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
526
$34M 0.02%
699,830
+137,295
527
$33.9M 0.02%
439,799
+54,023
528
$33.8M 0.02%
431,115
-132,016
529
$33.7M 0.02%
472,168
+167,245
530
$33.6M 0.02%
1,052,232
+1,692
531
$33.5M 0.02%
713,284
-36,430
532
$33.4M 0.02%
1,062,942
-57,856
533
$33.3M 0.02%
1,008,051
-193,522
534
$33.3M 0.02%
300,212
+4,439
535
$33.3M 0.02%
720,505
-131,782
536
$32.9M 0.02%
1,031,050
-126,865
537
$32.8M 0.02%
1,335,710
+794,122
538
$32.7M 0.02%
507,582
-14,154
539
$32.6M 0.02%
890,915
-226,233
540
$32.5M 0.02%
614,060
+213,588
541
$32.5M 0.02%
1,036,256
+14,112
542
$32.5M 0.02%
1,614,351
-67,560
543
$32.2M 0.02%
1,017,514
+1,829
544
$32.2M 0.02%
1,527,030
-106,370
545
$32.1M 0.02%
612,000
+195,962
546
$32.1M 0.02%
215,335
+19,111
547
$32.1M 0.02%
1,049,929
+11,025
548
$31.9M 0.02%
994,511
-1,321,010
549
$31.5M 0.02%
1,112,587
-160,340
550
$31.5M 0.02%
1,802,412
+27,727
20 21
22
23 24