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
1951
$2.77M ﹤0.01%
4,553
-4,225
1952
$2.77M ﹤0.01%
179,071
-16,027
1953
$2.76M ﹤0.01%
98,438
+12,376
1954
$2.76M ﹤0.01%
54,281
-25,330
1955
$2.76M ﹤0.01%
33,816
-41,890
1956
$2.76M ﹤0.01%
65,581
+20,862
1957
$2.76M ﹤0.01%
54,254
+30,513
1958
$2.76M ﹤0.01%
189,525
+7,390
1959
$2.76M ﹤0.01%
207,661
-1,382
1960
$2.75M ﹤0.01%
30,201
-1,242
1961
$2.75M ﹤0.01%
121,386
-17,015
1962
$2.75M ﹤0.01%
180,975
-45,372
1963
$2.75M ﹤0.01%
102,051
-65,914
1964
$2.75M ﹤0.01%
462,078
-18,692
1965
$2.74M ﹤0.01%
90,101
-393
1966
$2.74M ﹤0.01%
131,725
+8,081
1967
$2.74M ﹤0.01%
158,445
-1,685
1968
$2.74M ﹤0.01%
207,248
-16,189
1969
$2.73M ﹤0.01%
35,296
-93
1970
$2.73M ﹤0.01%
187,928
+4,624
1971
$2.73M ﹤0.01%
24,644
+11,620
1972
$2.71M ﹤0.01%
104,904
+51,294
1973
$2.71M ﹤0.01%
82,542
+12,560
1974
$2.71M ﹤0.01%
256,696
+5,190
1975
$2.71M ﹤0.01%
75,192
+3,843
77 78
79
80 81