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
176
$181M 0.11%
1,363,465
+149,662
177
$179M 0.11%
1,529,619
+689,497
178
$178M 0.11%
7,699,423
+664,788
179
$177M 0.11%
2,300,901
+83,579
180
$174M 0.1%
5,544,395
+278,383
181
$174M 0.1%
4,395,783
+323,563
182
$171M 0.1%
2,582,329
+491,834
183
$170M 0.1%
1,281,610
+38,020
184
$169M 0.1%
9,820,820
+2,898,970
185
$168M 0.1%
3,420,365
-67,435
186
$168M 0.1%
3,099,250
+542,197
187
$166M 0.1%
2,549,144
-2,958
188
$165M 0.1%
1,930,028
-46,613
189
$165M 0.1%
1,840,631
-6,530
190
$162M 0.1%
1,533,621
+149,845
191
$160M 0.1%
1,396,676
-34,725
192
$159M 0.09%
1,567,675
+106,794
193
$157M 0.09%
8,642,632
+6,574,253
194
$157M 0.09%
4,516,012
-2,005,604
195
$157M 0.09%
1,471,680
+38,584
196
$156M 0.09%
1,945,031
-411,185
197
$156M 0.09%
5,346,399
+1,503,798
198
$154M 0.09%
2,601,590
+360,963
199
$153M 0.09%
1,004,141
-2,091
200
$152M 0.09%
2,405,447
+53,793
6 7
8
9 10