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
1226
$7.78M ﹤0.01%
441,622
+18,488
1227
$7.78M ﹤0.01%
47,967
+13,305
1228
$7.77M ﹤0.01%
82,299
+5,988
1229
$7.77M ﹤0.01%
450,501
-313,659
1230
$7.76M ﹤0.01%
185,750
+18,039
1231
$7.72M ﹤0.01%
34,335
-1,408
1232
$7.7M ﹤0.01%
288,364
+79,795
1233
$7.68M ﹤0.01%
206,747
-68,315
1234
$7.65M ﹤0.01%
458,508
+86,040
1235
$7.63M ﹤0.01%
203,464
+8,298
1236
$7.62M ﹤0.01%
86,163
+23,146
1237
$7.6M ﹤0.01%
113,378
-28,592
1238
$7.59M ﹤0.01%
1,190,237
+655
1239
$7.59M ﹤0.01%
577,346
-149,981
1240
$7.58M ﹤0.01%
431,503
+81,504
1241
$7.57M ﹤0.01%
384,294
+32,982
1242
$7.56M ﹤0.01%
186,651
-3,757
1243
$7.55M ﹤0.01%
160,616
+75,559
1244
$7.55M ﹤0.01%
159,792
+155,946
1245
$7.53M ﹤0.01%
593,917
+49,013
1246
$7.53M ﹤0.01%
1,339,727
-443,821
1247
$7.52M ﹤0.01%
431,448
-31,033
1248
$7.51M ﹤0.01%
80,457
+6,616
1249
$7.49M ﹤0.01%
293,354
+50,011
1250
$7.48M ﹤0.01%
636,308
+42,795
48 49
50
51 52