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
951
$12.9M 0.01%
954,725
-91,865
952
$12.9M 0.01%
321,959
+81,185
953
$12.8M 0.01%
1,500,061
-332,893
954
$12.8M 0.01%
636,431
+238,623
955
$12.8M 0.01%
815,288
-399,609
956
$12.8M 0.01%
160,798
+146,233
957
$12.8M 0.01%
207,811
+18,011
958
$12.8M 0.01%
243,187
+12,705
959
$12.7M 0.01%
201,511
-31,979
960
$12.7M 0.01%
132,515
+87,417
961
$12.7M 0.01%
30,185
-3,408
962
$12.7M 0.01%
773,598
+275,860
963
$12.6M 0.01%
263,829
-38,609
964
$12.6M 0.01%
251,757
-1,861,207
965
$12.6M 0.01%
599,338
+116,647
966
$12.6M 0.01%
1,019,203
-22,376
967
$12.6M 0.01%
373,709
+120,884
968
$12.5M 0.01%
584,333
+24,547
969
$12.5M 0.01%
288,726
+231,771
970
$12.5M 0.01%
389,847
-135,130
971
$12.4M 0.01%
535,379
+295,677
972
$12.4M 0.01%
228,172
-172
973
$12.4M 0.01%
147,593
+1,159
974
$12.4M 0.01%
146,610
-53,960
975
$12.3M 0.01%
90,084
+59,199
37 38
39
40 41