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
1001
$11.4M 0.01%
714,263
-426,893
1002
$11.4M 0.01%
1,864,683
+12,079
1003
$11.4M 0.01%
378,457
-32,905
1004
$11.4M 0.01%
115,174
-2,305
1005
$11.4M 0.01%
826,562
+29,214
1006
$11.4M 0.01%
587,862
+34,501
1007
$11.3M 0.01%
130,003
-174
1008
$11.3M 0.01%
1,069,240
+126,190
1009
$11.3M 0.01%
161,650
-9,196
1010
$11.3M 0.01%
1,023,829
+153,816
1011
$11.3M 0.01%
223,226
+19,388
1012
$11.2M 0.01%
72,955
-5,528
1013
$11.2M 0.01%
1,315,734
-167,259
1014
$11.1M 0.01%
181,736
-5,382
1015
$11M 0.01%
222,366
+125,092
1016
$11M 0.01%
430,463
+1,785
1017
$11M 0.01%
484,731
-47,402
1018
$11M 0.01%
776,543
-108,688
1019
$10.9M 0.01%
543,110
-48,494
1020
$10.9M 0.01%
413,223
+28,619
1021
$10.9M 0.01%
219,623
+44,806
1022
$10.9M 0.01%
659,481
+2,460
1023
$10.9M 0.01%
88,410
+16,136
1024
$10.9M 0.01%
422,126
-3,884
1025
$10.8M 0.01%
661,510
-25,466
39 40
41
42 43