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
151
$227M 0.14%
2,689,814
-12,535
152
$224M 0.13%
5,888,044
+603,924
153
$224M 0.13%
3,065,856
-39,705
154
$223M 0.13%
2,439,879
-2,192
155
$219M 0.13%
4,372,303
+339,096
156
$218M 0.13%
3,131,814
+61,474
157
$215M 0.13%
2,549,121
+269,365
158
$212M 0.13%
3,804,958
+125,914
159
$211M 0.13%
1,158,564
-69,725
160
$210M 0.13%
17,424,696
-915,880
161
$210M 0.13%
1,362,537
+503,937
162
$205M 0.12%
5,862,531
+46,004
163
$203M 0.12%
4,178,222
+1,011,070
164
$202M 0.12%
3,549,136
+2,786,512
165
$199M 0.12%
1,576,143
-91,476
166
$199M 0.12%
2,466,257
-715,165
167
$195M 0.12%
4,292,943
+430,979
168
$195M 0.12%
6,853,816
+169,753
169
$194M 0.12%
2,384,690
+178,066
170
$188M 0.11%
4,519,334
-831,585
171
$187M 0.11%
4,773,227
+314,684
172
$187M 0.11%
11,113,451
-402,031
173
$185M 0.11%
4,999,288
-1,177,726
174
$184M 0.11%
3,887,696
-129,202
175
$182M 0.11%
5,327,071
+1,142,905
5 6
7
8 9