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
1901
$2.96M ﹤0.01%
114,984
+19,543
1902
$2.96M ﹤0.01%
91,167
+42
1903
$2.94M ﹤0.01%
49,948
-9,268
1904
$2.94M ﹤0.01%
44,390
-6,134
1905
$2.94M ﹤0.01%
211,454
+306
1906
$2.93M ﹤0.01%
72,743
-2,754
1907
$2.93M ﹤0.01%
251,558
-161,802
1908
$2.92M ﹤0.01%
157,786
+2,326
1909
$2.92M ﹤0.01%
116,659
+25,554
1910
$2.92M ﹤0.01%
45,785
-29,040
1911
$2.91M ﹤0.01%
204,251
+6,705
1912
$2.91M ﹤0.01%
95,743
+58,324
1913
$2.91M ﹤0.01%
96,231
+16,538
1914
$2.91M ﹤0.01%
70,850
+43,395
1915
$2.91M ﹤0.01%
272,087
+16,441
1916
$2.9M ﹤0.01%
40,615
+1,508
1917
$2.89M ﹤0.01%
43,160
-41,563
1918
$2.89M ﹤0.01%
100,310
+423
1919
$2.89M ﹤0.01%
219,571
-13,087
1920
$2.89M ﹤0.01%
132,887
-42,206
1921
$2.89M ﹤0.01%
120,052
-42,156
1922
$2.89M ﹤0.01%
119,237
+16,117
1923
$2.88M ﹤0.01%
72,251
-35,330
1924
$2.87M ﹤0.01%
216,355
+15,305
1925
$2.87M ﹤0.01%
217,671
+24,155
75 76
77
78 79