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
1926
$2.87M ﹤0.01%
149,532
+133,302
1927
$2.87M ﹤0.01%
43,024
+35,482
1928
$2.86M ﹤0.01%
206,182
-7,624
1929
$2.86M ﹤0.01%
176,755
-155,498
1930
$2.86M ﹤0.01%
132,090
-79,650
1931
$2.86M ﹤0.01%
72,202
+4,568
1932
$2.85M ﹤0.01%
128,329
+25,853
1933
$2.85M ﹤0.01%
174,170
-278
1934
$2.85M ﹤0.01%
74,248
+5,912
1935
$2.85M ﹤0.01%
245,556
-1,750
1936
$2.85M ﹤0.01%
184,850
+31,370
1937
$2.84M ﹤0.01%
112,697
+95,185
1938
$2.84M ﹤0.01%
132,238
-34,697
1939
$2.84M ﹤0.01%
27,475
+27,351
1940
$2.83M ﹤0.01%
190,373
+34,653
1941
$2.83M ﹤0.01%
56,374
+2,307
1942
$2.82M ﹤0.01%
109,297
-123,117
1943
$2.81M ﹤0.01%
123,185
-59,893
1944
$2.8M ﹤0.01%
257,315
+37,805
1945
$2.8M ﹤0.01%
60,921
-38,638
1946
$2.79M ﹤0.01%
21,629
+9,877
1947
$2.78M ﹤0.01%
35,946
+1,606
1948
$2.78M ﹤0.01%
73,164
+25,219
1949
$2.77M ﹤0.01%
23,051
-26,709
1950
$2.77M ﹤0.01%
86,332
+507
76 77
78
79 80