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
976
$12.3M 0.01%
103,938
-16,333
977
$12.3M 0.01%
253,187
+114,101
978
$12.2M 0.01%
399,046
-45,722
979
$12.2M 0.01%
402,486
-45,040
980
$12.1M 0.01%
261,828
-25,382
981
$12.1M 0.01%
706,404
+4,585
982
$12.1M 0.01%
1,221,766
+672,073
983
$12M 0.01%
239,806
-90,546
984
$12M 0.01%
2,422,961
+273,555
985
$12M 0.01%
403,678
+1,855
986
$12M 0.01%
1,281,952
-248,907
987
$11.9M 0.01%
154,396
-79,984
988
$11.9M 0.01%
464,610
-706,178
989
$11.9M 0.01%
734,993
-190,428
990
$11.9M 0.01%
461,931
+44,442
991
$11.8M 0.01%
548,263
+239,816
992
$11.8M 0.01%
344,765
+107,991
993
$11.8M 0.01%
277,256
+6,711
994
$11.8M 0.01%
323,694
+302,813
995
$11.7M 0.01%
191,024
+35,513
996
$11.7M 0.01%
383,400
-18,294
997
$11.7M 0.01%
874,696
+32,150
998
$11.5M 0.01%
387,226
+36,750
999
$11.4M 0.01%
301,925
+10,828
1000
$11.4M 0.01%
353,608
+114,538
38 39
40
41 42