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
2276
$1.81M ﹤0.01%
29,248
+2,726
2277
$1.81M ﹤0.01%
36,443
+6,783
2278
$1.8M ﹤0.01%
27,150
-1,149
2279
$1.8M ﹤0.01%
404,892
-32,616
2280
$1.8M ﹤0.01%
67,486
+1,989
2281
$1.8M ﹤0.01%
27,675
+17,467
2282
$1.8M ﹤0.01%
124,322
+36,356
2283
$1.8M ﹤0.01%
35,559
+8,283
2284
$1.8M ﹤0.01%
34,694
+23,532
2285
$1.79M ﹤0.01%
34,221
-11,507
2286
$1.79M ﹤0.01%
78,466
+10,510
2287
$1.78M ﹤0.01%
33,366
-84
2288
$1.78M ﹤0.01%
61,721
+2,958
2289
$1.78M ﹤0.01%
41,576
-7,445
2290
$1.78M ﹤0.01%
33,428
-12,269
2291
$1.78M ﹤0.01%
22,704
-12,475
2292
$1.78M ﹤0.01%
73,676
-2,441
2293
$1.78M ﹤0.01%
54,207
-54,345
2294
$1.78M ﹤0.01%
89,956
+18,355
2295
$1.77M ﹤0.01%
46,381
+4,164
2296
$1.77M ﹤0.01%
29,597
-31,655
2297
$1.77M ﹤0.01%
30,424
-12,798
2298
$1.77M ﹤0.01%
113,432
-221,646
2299
$1.76M ﹤0.01%
59,214
-1,408
2300
$1.76M ﹤0.01%
133,194
+1,569
90 91
92
93 94