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
2101
$2.25M ﹤0.01%
62,393
-50,118
2102
$2.25M ﹤0.01%
27,535
-2,106
2103
$2.25M ﹤0.01%
32,464
-9,938
2104
$2.24M ﹤0.01%
31,156
-14,168
2105
$2.24M ﹤0.01%
90,323
+10,606
2106
$2.24M ﹤0.01%
36,634
-7,629
2107
$2.24M ﹤0.01%
73,160
-2,829
2108
$2.23M ﹤0.01%
71,355
-12,101
2109
$2.23M ﹤0.01%
63,601
-1,183
2110
$2.23M ﹤0.01%
147,988
-6,086
2111
$2.23M ﹤0.01%
117,450
+73,392
2112
$2.23M ﹤0.01%
161,206
+3,880
2113
$2.23M ﹤0.01%
88,583
-6,077
2114
$2.23M ﹤0.01%
155,380
-4,640
2115
$2.22M ﹤0.01%
63,917
+18,630
2116
$2.22M ﹤0.01%
86,176
+8,356
2117
$2.22M ﹤0.01%
190,358
+1,621
2118
$2.21M ﹤0.01%
1,213,689
-5,294
2119
$2.21M ﹤0.01%
112,316
+14,693
2120
$2.2M ﹤0.01%
106,969
+10,715
2121
$2.2M ﹤0.01%
101,069
-9,714
2122
$2.2M ﹤0.01%
83,489
+29,365
2123
$2.2M ﹤0.01%
34,421
+816
2124
$2.2M ﹤0.01%
63,373
-30,966
2125
$2.19M ﹤0.01%
34,893
-8,179
83 84
85
86 87