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
1801
$3.48M ﹤0.01%
138,782
-19,003
1802
$3.47M ﹤0.01%
109,616
+4,574
1803
$3.46M ﹤0.01%
117,445
-109,973
1804
$3.46M ﹤0.01%
4,092
-592
1805
$3.46M ﹤0.01%
25,166
-7,494
1806
$3.45M ﹤0.01%
2,825
+489
1807
$3.45M ﹤0.01%
268,875
+101,144
1808
$3.44M ﹤0.01%
53,872
+2,069
1809
$3.44M ﹤0.01%
90,718
-70,025
1810
$3.42M ﹤0.01%
231,860
+174,243
1811
$3.42M ﹤0.01%
426,957
+58,919
1812
$3.41M ﹤0.01%
118,432
-63,678
1813
$3.41M ﹤0.01%
58,843
-37,288
1814
$3.4M ﹤0.01%
128,870
+58,546
1815
$3.4M ﹤0.01%
91,317
-7,163
1816
$3.4M ﹤0.01%
174,052
-28,029
1817
$3.4M ﹤0.01%
70,524
-18,718
1818
$3.38M ﹤0.01%
65,655
+12,693
1819
$3.38M ﹤0.01%
59,371
+108
1820
$3.38M ﹤0.01%
86,508
+9,278
1821
$3.38M ﹤0.01%
110,152
-16,715
1822
$3.38M ﹤0.01%
89,880
+8,522
1823
$3.36M ﹤0.01%
52,997
-4,053
1824
$3.35M ﹤0.01%
66,191
-79,423
1825
$3.35M ﹤0.01%
158,060
+18,360
71 72
73
74 75