UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
Industrial Select Sector SPDR Fund
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
51
$527M 0.31%
15,898,306
+17,656
52
$515M 0.31%
12,304,280
+881,160
53
$515M 0.31%
5,280,398
+112,736
54
$503M 0.3%
7,975,103
+104,712
55
$501M 0.3%
16,374,116
+1,144,524
56
$494M 0.29%
6,246,854
+1,199,565
57
$493M 0.29%
9,475,426
+187,871
58
$481M 0.29%
6,860,790
+445,081
59
$480M 0.29%
2,000,838
+85,727
60
$446M 0.27%
5,391,213
+2,510,469
61
$440M 0.26%
6,098,896
+1,188,427
62
$440M 0.26%
2,764,320
+128,683
63
$439M 0.26%
2,211,512
-57,438
64
$438M 0.26%
6,188,104
+129,663
65
$437M 0.26%
4,135,320
+177,127
66
$432M 0.26%
3,889,749
+520,632
67
$423M 0.25%
3,646,724
+167,025
68
$423M 0.25%
5,059,629
+664,537
69
$422M 0.25%
21,851,089
+939,812
70
$421M 0.25%
5,964,953
+669,484
71
$416M 0.25%
11,064,136
+1,517,766
72
$414M 0.25%
13,600,904
+785,668
73
$411M 0.25%
7,795,458
+838,957
74
$410M 0.24%
2,783,830
-47,244
75
$409M 0.24%
7,587,117
+2,743,291
1 2
3
4 5