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
2151
$2.12M ﹤0.01%
91,144
+6,470
2152
$2.12M ﹤0.01%
44,444
+24,568
2153
$2.11M ﹤0.01%
48,406
-2,514
2154
$2.11M ﹤0.01%
466,315
+96,077
2155
$2.11M ﹤0.01%
184,081
+58,746
2156
$2.1M ﹤0.01%
150,170
+81,039
2157
$2.1M ﹤0.01%
44,091
-215
2158
$2.1M ﹤0.01%
130,842
+6,430
2159
$2.1M ﹤0.01%
25,634
-12,376
2160
$2.09M ﹤0.01%
83,573
-8,713
2161
$2.09M ﹤0.01%
193,783
+17,501
2162
$2.09M ﹤0.01%
251,609
+89,020
2163
$2.09M ﹤0.01%
84,053
-116,619
2164
$2.09M ﹤0.01%
30,316
+4,965
2165
$2.08M ﹤0.01%
60,193
+2,967
2166
$2.08M ﹤0.01%
51,544
-25,189
2167
$2.07M ﹤0.01%
77,271
+16,648
2168
$2.07M ﹤0.01%
108,462
-38,390
2169
$2.07M ﹤0.01%
72,927
-2,329
2170
$2.07M ﹤0.01%
39,462
+503
2171
$2.07M ﹤0.01%
81,522
-26,220
2172
$2.06M ﹤0.01%
225,810
+5,749
2173
$2.06M ﹤0.01%
124,440
-22,393
2174
$2.06M ﹤0.01%
155,109
-6,294
2175
$2.06M ﹤0.01%
34,249
-21,282
85 86
87
88 89