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
2026
$2.5M ﹤0.01%
27,525
+8,461
2027
$2.49M ﹤0.01%
33,477
-6,560
2028
$2.49M ﹤0.01%
268,325
+16,918
2029
$2.49M ﹤0.01%
266,047
+51,406
2030
$2.48M ﹤0.01%
103,284
-10,743
2031
$2.48M ﹤0.01%
59,532
+29,466
2032
$2.48M ﹤0.01%
188,061
-8,865
2033
$2.48M ﹤0.01%
177,364
+141,239
2034
$2.48M ﹤0.01%
147,496
+139,946
2035
$2.47M ﹤0.01%
65,355
+11,957
2036
$2.47M ﹤0.01%
231,903
-1,460,556
2037
$2.47M ﹤0.01%
97,522
-4,949
2038
$2.47M ﹤0.01%
196,813
-36,129
2039
$2.46M ﹤0.01%
173,352
+170,256
2040
$2.46M ﹤0.01%
88,912
+15,456
2041
$2.46M ﹤0.01%
89,652
+3,806
2042
$2.46M ﹤0.01%
+95,316
2043
$2.46M ﹤0.01%
38,436
-17,747
2044
$2.46M ﹤0.01%
178,851
-11,185
2045
$2.45M ﹤0.01%
38,594
+11,134
2046
$2.45M ﹤0.01%
99,628
+34,136
2047
$2.45M ﹤0.01%
354,551
+52,426
2048
$2.44M ﹤0.01%
67,364
-37,583
2049
$2.44M ﹤0.01%
69,191
-69,242
2050
$2.44M ﹤0.01%
47,974
-1,146
80 81
82
83 84