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
1976
$2.71M ﹤0.01%
19,176
+3,259
1977
$2.7M ﹤0.01%
86,028
+43,468
1978
$2.69M ﹤0.01%
76,627
+43,246
1979
$2.67M ﹤0.01%
50,362
-1,797
1980
$2.67M ﹤0.01%
24,150
+8,910
1981
$2.67M ﹤0.01%
139,001
-30,307
1982
$2.66M ﹤0.01%
19,820
+3,110
1983
$2.66M ﹤0.01%
207,063
+105,882
1984
$2.66M ﹤0.01%
95,066
-4,269
1985
$2.66M ﹤0.01%
40,582
-4,723
1986
$2.65M ﹤0.01%
464,790
+43,805
1987
$2.65M ﹤0.01%
117,609
+431
1988
$2.64M ﹤0.01%
130,359
+6,269
1989
$2.64M ﹤0.01%
90,026
+21,831
1990
$2.63M ﹤0.01%
28,027
-45,940
1991
$2.62M ﹤0.01%
94,446
-171,861
1992
$2.62M ﹤0.01%
64,026
+40,845
1993
$2.62M ﹤0.01%
105,129
+84,409
1994
$2.62M ﹤0.01%
22,254
-1,122
1995
$2.62M ﹤0.01%
106,865
-59,902
1996
$2.62M ﹤0.01%
100,994
+87,196
1997
$2.62M ﹤0.01%
51,969
+1,616
1998
$2.61M ﹤0.01%
387,114
-28,876
1999
$2.61M ﹤0.01%
32,276
-19,270
2000
$2.6M ﹤0.01%
87,933
-389
78 79
80
81 82