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
2176
$2.06M ﹤0.01%
809,795
+755,795
2177
$2.05M ﹤0.01%
63,524
+6,726
2178
$2.05M ﹤0.01%
135,350
+6,262
2179
$2.04M ﹤0.01%
59,243
+12,601
2180
$2.04M ﹤0.01%
39,414
-2,646
2181
$2.04M ﹤0.01%
116,196
-16,302
2182
$2.04M ﹤0.01%
25,904
-46,996
2183
$2.04M ﹤0.01%
99,815
-20,506
2184
$2.04M ﹤0.01%
152,867
+21,497
2185
$2.04M ﹤0.01%
460,912
-75,462
2186
$2.04M ﹤0.01%
120,553
+993
2187
$2.03M ﹤0.01%
190,409
+18,304
2188
$2.03M ﹤0.01%
34,924
+7,160
2189
$2.03M ﹤0.01%
154,885
+98,154
2190
$2.03M ﹤0.01%
91,217
+20,570
2191
$2.02M ﹤0.01%
62,972
+9,973
2192
$2.02M ﹤0.01%
56,470
+22,387
2193
$2.02M ﹤0.01%
183,237
+2,608
2194
$2.02M ﹤0.01%
175,166
+7,521
2195
$2.02M ﹤0.01%
139,143
+50,323
2196
$2.01M ﹤0.01%
66,151
-91,876
2197
$2M ﹤0.01%
60,997
-274
2198
$2M ﹤0.01%
69,219
-8,108
2199
$2M ﹤0.01%
48,363
+2,960
2200
$2M ﹤0.01%
84,864
+17,889
86 87
88
89 90