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
6951
$0 ﹤0.01%
6
-19
6952
– –
0
6953
– –
-122
6954
– –
-1,037
6955
– –
-707
6956
– –
-736
6957
– –
-763
6958
– –
-4,856
6959
– –
-4,256
6960
– –
-95,520
6961
– –
-23,236
6962
$0 ﹤0.01%
69
+4
6963
$0 ﹤0.01%
145
-97
6964
$0 ﹤0.01%
16
-605
6965
– –
-7,881
6966
– –
-3,252
6967
– –
-297
6968
– –
-667
6969
– –
-1
6970
– –
-29,779
6971
– –
-344
6972
– –
-862
6973
– –
-98,780
6974
– –
-1,578
6975
$0 ﹤0.01%
14
-2,196
277 278
279
280 281