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
6651
$0 ﹤0.01%
240
6652
– –
-12,729
6653
– –
-2,247
6654
$0 ﹤0.01%
66
-2,481
6655
$0 ﹤0.01%
221
6656
– –
-2,542
6657
$0 ﹤0.01%
3
6658
– –
-506
6659
– –
-5,952
6660
$0 ﹤0.01%
4
-1,678
6661
– –
-619
6662
– –
-22,900
6663
– –
-55
6664
$0 ﹤0.01%
1,645
+738
6665
– –
-58
6666
– –
-4,353
6667
– –
-1,100
6668
– –
-400
6669
– –
-260
6670
– –
-862
6671
– –
-4,023
6672
– –
-762
6673
– –
-498
6674
– –
-103,011
6675
– –
-467,641
265 266
267
268 269