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
901
$13.9M 0.01%
228,507
-17,331
902
$13.9M 0.01%
3,290,727
+183,416
903
$13.9M 0.01%
+548,113
904
$13.8M 0.01%
182,205
-3,114
905
$13.8M 0.01%
273,528
+47,674
906
$13.8M 0.01%
593,396
-65,653
907
$13.8M 0.01%
220,374
+67,819
908
$13.7M 0.01%
75,321
-5,478
909
$13.7M 0.01%
870,284
-71,094
910
$13.6M 0.01%
147,695
-44,980
911
$13.6M 0.01%
619,333
+938
912
$13.6M 0.01%
542,317
+214,434
913
$13.6M 0.01%
309,706
+34,449
914
$13.5M 0.01%
1,716,240
+1,194,812
915
$13.5M 0.01%
2,033,445
-71,535
916
$13.5M 0.01%
752,405
+233,351
917
$13.5M 0.01%
821,947
+19,840
918
$13.5M 0.01%
521,766
-14,412
919
$13.5M 0.01%
168,901
+595
920
$13.5M 0.01%
451,452
+231,340
921
$13.5M 0.01%
257,496
+39,548
922
$13.5M 0.01%
285,855
+85,859
923
$13.5M 0.01%
775,023
+175,353
924
$13.4M 0.01%
1,387,935
+134,296
925
$13.4M 0.01%
593,054
+41,203
35 36
37
38 39