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
2076
$2.35M ﹤0.01%
141,416
-251,579
2077
$2.35M ﹤0.01%
64,456
+22,130
2078
$2.34M ﹤0.01%
69,908
-83,462
2079
$2.34M ﹤0.01%
66,398
-7,306
2080
$2.34M ﹤0.01%
184,532
-17,218
2081
$2.33M ﹤0.01%
96,904
-96
2082
$2.33M ﹤0.01%
91,844
+196
2083
$2.33M ﹤0.01%
41,662
-87,509
2084
$2.31M ﹤0.01%
27,793
+9,862
2085
$2.31M ﹤0.01%
60,973
-97,097
2086
$2.31M ﹤0.01%
161,128
-17,197
2087
$2.3M ﹤0.01%
13,448
-3,108
2088
$2.3M ﹤0.01%
126,597
-2,069
2089
$2.3M ﹤0.01%
41,308
-5,828
2090
$2.29M ﹤0.01%
145,395
-12,774
2091
$2.29M ﹤0.01%
287,693
+164,630
2092
$2.28M ﹤0.01%
76,728
+26,102
2093
$2.28M ﹤0.01%
76,504
+755
2094
$2.28M ﹤0.01%
30,807
-1,571
2095
$2.27M ﹤0.01%
52,484
+16,595
2096
$2.27M ﹤0.01%
132,982
+19,207
2097
$2.27M ﹤0.01%
89,207
+30,397
2098
$2.26M ﹤0.01%
45,387
-7,629
2099
$2.26M ﹤0.01%
173,123
+5,761
2100
$2.25M ﹤0.01%
92,846
+8,567
82 83
84
85 86