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
101
$335M 0.2%
5,244,718
+247,508
102
$330M 0.2%
1,977,625
+180,125
103
$330M 0.2%
2,171,126
+220,739
104
$327M 0.19%
2,260,929
-34,290
105
$323M 0.19%
10,171,214
+3,009,950
106
$322M 0.19%
14,710,893
+343,874
107
$321M 0.19%
4,618,851
-600,343
108
$320M 0.19%
3,767,022
-700,329
109
$317M 0.19%
3,926,395
+404,473
110
$316M 0.19%
2,873,721
+215,873
111
$307M 0.18%
5,773,071
+302,108
112
$307M 0.18%
4,461,502
+1,483,395
113
$302M 0.18%
3,485,260
+744,815
114
$302M 0.18%
1,810,991
+87,796
115
$298M 0.18%
2,846,768
+3,491
116
$298M 0.18%
2,444,281
+133,445
117
$296M 0.18%
4,383,478
+333,437
118
$296M 0.18%
4,185,836
-441,088
119
$292M 0.17%
7,685,691
-2,111,612
120
$292M 0.17%
1,663,239
+138,590
121
$290M 0.17%
4,013,716
+354,568
122
$289M 0.17%
2,105,226
-12,028
123
$288M 0.17%
4,937,852
-2,766,300
124
$287M 0.17%
15,393,675
+1,183,410
125
$282M 0.17%
2,581,364
-26,045
3 4
5
6 7