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
2126
$2.18M ﹤0.01%
51,339
-1,857
2127
$2.17M ﹤0.01%
87,732
+5,407
2128
$2.17M ﹤0.01%
151,025
-10,951
2129
$2.17M ﹤0.01%
119,375
-280
2130
$2.17M ﹤0.01%
95,793
+35,934
2131
$2.17M ﹤0.01%
79,008
-113,720
2132
$2.17M ﹤0.01%
101,424
+36,087
2133
$2.16M ﹤0.01%
100,312
+43,893
2134
$2.15M ﹤0.01%
195,949
+10,737
2135
$2.15M ﹤0.01%
32,337
+4,024
2136
$2.15M ﹤0.01%
57,276
-14,299
2137
$2.15M ﹤0.01%
139,747
-9,092
2138
$2.14M ﹤0.01%
70,752
+750
2139
$2.14M ﹤0.01%
84,252
-11,931
2140
$2.14M ﹤0.01%
11,567
-2,887
2141
$2.14M ﹤0.01%
78,661
+39,422
2142
$2.13M ﹤0.01%
78,826
+795
2143
$2.13M ﹤0.01%
38,048
-663
2144
$2.13M ﹤0.01%
78,037
-53,286
2145
$2.13M ﹤0.01%
30,034
+3,120
2146
$2.13M ﹤0.01%
143,631
-11,249
2147
$2.12M ﹤0.01%
36,769
-34,185
2148
$2.12M ﹤0.01%
69,901
-31,430
2149
$2.12M ﹤0.01%
108,027
+36,900
2150
$2.12M ﹤0.01%
99,474
+53,086
84 85
86
87 88