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
551
$31.4M 0.02%
643,701
-180,170
552
$31.3M 0.02%
353,689
-30,491
553
$31.3M 0.02%
6,336,188
-90,107
554
$31.2M 0.02%
2,256,606
-10,619,307
555
$31.2M 0.02%
1,464,877
-19,907
556
$31.1M 0.02%
2,253,907
+152,748
557
$30.9M 0.02%
452,405
+41,773
558
$30.7M 0.02%
1,815,045
+1,361,544
559
$30.7M 0.02%
799,800
-44,210
560
$30.6M 0.02%
605,729
+38,756
561
$30.6M 0.02%
2,092,826
-10,840
562
$30.4M 0.02%
1,276,429
+498,061
563
$30.3M 0.02%
909,089
+74,471
564
$30.1M 0.02%
155,130
-139,828
565
$30M 0.02%
977,890
+89,350
566
$30M 0.02%
428,867
-142,932
567
$30M 0.02%
111,118
-36,692
568
$30M 0.02%
629,390
+10,310
569
$30M 0.02%
441,370
-71,094
570
$29.9M 0.02%
2,379,604
-70,999
571
$29.8M 0.02%
1,311,159
+204,422
572
$29.8M 0.02%
637,325
-110,618
573
$29.6M 0.02%
766,066
+270,424
574
$29.6M 0.02%
425,112
-12,285
575
$29.5M 0.02%
882,828
+108,202
21 22
23
24 25