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
926
$13.4M 0.01%
59,617
-11,528
927
$13.3M 0.01%
271,301
-35,301
928
$13.3M 0.01%
452,489
-70,375
929
$13.3M 0.01%
+993,131
930
$13.3M 0.01%
1,238,598
+50,095
931
$13.2M 0.01%
215,462
-12,460
932
$13.2M 0.01%
557,359
-99,210
933
$13.2M 0.01%
204,716
+202,291
934
$13.1M 0.01%
252,734
-54,914
935
$13.1M 0.01%
603,428
+55,983
936
$13.1M 0.01%
465,888
+53,456
937
$13.1M 0.01%
1,134,740
-254,823
938
$13.1M 0.01%
168,618
-104,089
939
$13.1M 0.01%
180,704
+68,022
940
$13.1M 0.01%
633,750
+32,688
941
$13M 0.01%
115,887
-10,637
942
$13M 0.01%
297,481
+133,606
943
$13M 0.01%
378,860
-333,184
944
$13M 0.01%
2,192,216
+82,266
945
$13M 0.01%
687,045
+141
946
$13M 0.01%
576,069
+87,966
947
$13M 0.01%
192,574
-14,045
948
$12.9M 0.01%
162,350
-18,299
949
$12.9M 0.01%
48,799
-4,308
950
$12.9M 0.01%
995,118
+82,877
36 37
38
39 40