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
76
$402M 0.24%
3,648,950
+798,499
77
$400M 0.24%
8,804,681
+604,152
78
$400M 0.24%
10,671,128
-979,438
79
$398M 0.24%
3,309,066
+22,178
80
$398M 0.24%
3,528,256
+387,712
81
$395M 0.24%
14,303,610
-416,377
82
$388M 0.23%
5,769,199
+311,163
83
$387M 0.23%
4,922,121
-449,544
84
$383M 0.23%
8,728,123
-659,773
85
$382M 0.23%
3,041,159
+175,750
86
$380M 0.23%
2,886,127
-3,328,377
87
$380M 0.23%
4,771,097
+625,757
88
$372M 0.22%
1,707,868
-545,288
89
$362M 0.22%
4,312,980
-24,916
90
$361M 0.22%
9,658,638
+833,234
91
$359M 0.21%
6,795,668
-104,826
92
$358M 0.21%
8,080,797
+1,304,620
93
$357M 0.21%
5,651,215
+64,508
94
$356M 0.21%
3,284,307
+326,133
95
$352M 0.21%
7,566,319
-411,665
96
$345M 0.21%
2,854,873
+2,379,512
97
$345M 0.21%
6,641,587
+284,179
98
$341M 0.2%
7,144,178
+236,344
99
$341M 0.2%
1,208,390
+43,960
100
$340M 0.2%
2,785,588
+90,997
2 3
4
5 6