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
1876
$3.05M ﹤0.01%
224,348
+19,382
1877
$3.04M ﹤0.01%
200,577
+28,253
1878
$3.04M ﹤0.01%
131,103
-43,714
1879
$3.03M ﹤0.01%
66,195
-38,218
1880
$3.03M ﹤0.01%
55,728
-35,812
1881
$3.02M ﹤0.01%
37,285
-16,031
1882
$3.02M ﹤0.01%
58,434
-8,033
1883
$3.02M ﹤0.01%
105,772
+97,389
1884
$3.02M ﹤0.01%
35,279
-9,389
1885
$3.01M ﹤0.01%
101,391
+3,687
1886
$3.01M ﹤0.01%
40,178
-1,954
1887
$3M ﹤0.01%
77,352
+51,141
1888
$3M ﹤0.01%
120,964
+95,080
1889
$2.99M ﹤0.01%
45,348
+134
1890
$2.99M ﹤0.01%
69,376
-8,111
1891
$2.99M ﹤0.01%
66,370
+6,782
1892
$2.99M ﹤0.01%
146,055
+49,636
1893
$2.99M ﹤0.01%
137,991
+43,483
1894
$2.99M ﹤0.01%
55,116
+12,084
1895
$2.98M ﹤0.01%
139,440
+40,073
1896
$2.98M ﹤0.01%
60,415
-19,840
1897
$2.97M ﹤0.01%
43,645
-5,571
1898
$2.97M ﹤0.01%
191,496
+23,787
1899
$2.96M ﹤0.01%
36,917
-22,480
1900
$2.96M ﹤0.01%
270,714
+3,872
74 75
76
77 78