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
1276
$7.21M ﹤0.01%
276,999
-47,147
1277
$7.19M ﹤0.01%
147,859
+35,201
1278
$7.15M ﹤0.01%
155,827
+102,353
1279
$7.14M ﹤0.01%
132,446
+2,292
1280
$7.14M ﹤0.01%
39,840
-4,207
1281
$7.14M ﹤0.01%
77,832
-5,494
1282
$7.12M ﹤0.01%
556,166
+85,430
1283
$7.1M ﹤0.01%
328,051
+47,902
1284
$7.08M ﹤0.01%
177,304
-131,070
1285
$7.07M ﹤0.01%
598,674
+216,324
1286
$7.06M ﹤0.01%
108,001
+54,607
1287
$7.06M ﹤0.01%
100,148
-18,675
1288
$7.05M ﹤0.01%
237,253
-4,021
1289
$7.05M ﹤0.01%
60,948
-4,855
1290
$7.04M ﹤0.01%
243,547
-120,166
1291
$7.04M ﹤0.01%
165,475
+55,606
1292
$7.01M ﹤0.01%
569,319
+455,054
1293
$7.01M ﹤0.01%
114,140
-332,947
1294
$6.98M ﹤0.01%
160,146
-42,618
1295
$6.97M ﹤0.01%
254,306
+45,027
1296
$6.97M ﹤0.01%
638,032
-5,527
1297
$6.96M ﹤0.01%
190,938
-35,545
1298
$6.96M ﹤0.01%
150,379
-4,933
1299
$6.94M ﹤0.01%
549,008
-49,720
1300
$6.93M ﹤0.01%
427,674
+45,417
50 51
52
53 54