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
2051
$2.44M ﹤0.01%
195,170
-115,422
2052
$2.43M ﹤0.01%
43,852
-1,972
2053
$2.43M ﹤0.01%
56,418
-20,408
2054
$2.43M ﹤0.01%
123,751
-5,371
2055
$2.42M ﹤0.01%
410,549
+3,319
2056
$2.42M ﹤0.01%
46,459
+9,351
2057
$2.42M ﹤0.01%
106,048
+41,131
2058
$2.42M ﹤0.01%
32,415
-37,341
2059
$2.41M ﹤0.01%
293,008
+14,302
2060
$2.41M ﹤0.01%
31,964
+14,193
2061
$2.4M ﹤0.01%
183,736
+143,333
2062
$2.4M ﹤0.01%
99,237
+1,722
2063
$2.4M ﹤0.01%
32,588
+3,070
2064
$2.4M ﹤0.01%
246,218
+45,864
2065
$2.4M ﹤0.01%
119,865
-245,896
2066
$2.39M ﹤0.01%
177,220
+6,131
2067
$2.39M ﹤0.01%
65,992
-2,076
2068
$2.39M ﹤0.01%
98,949
+3,779
2069
$2.38M ﹤0.01%
45,942
-1,616
2070
$2.38M ﹤0.01%
212,803
+36,808
2071
$2.38M ﹤0.01%
85,006
-9,431
2072
$2.38M ﹤0.01%
406,707
-27,358
2073
$2.37M ﹤0.01%
71,558
-34,720
2074
$2.37M ﹤0.01%
39,475
+3,099
2075
$2.37M ﹤0.01%
31,768
+403
81 82
83
84 85