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
2301
$1.76M ﹤0.01%
47,958
-22,499
2302
$1.76M ﹤0.01%
73,855
-300
2303
$1.75M ﹤0.01%
114,504
+658
2304
$1.75M ﹤0.01%
22,371
+8,339
2305
$1.75M ﹤0.01%
129,053
-38,992
2306
$1.75M ﹤0.01%
64,165
-6,090
2307
$1.74M ﹤0.01%
20,552
+1,796
2308
$1.74M ﹤0.01%
409,657
+119,217
2309
$1.74M ﹤0.01%
47,882
-1,182
2310
$1.74M ﹤0.01%
45,504
+6,437
2311
$1.74M ﹤0.01%
58,003
+4,992
2312
$1.74M ﹤0.01%
117,033
+22,807
2313
$1.74M ﹤0.01%
354,858
-49,722
2314
$1.73M ﹤0.01%
273,945
+65,830
2315
$1.73M ﹤0.01%
38,762
+10,973
2316
$1.73M ﹤0.01%
125,398
+105,740
2317
$1.73M ﹤0.01%
75,505
-16,270
2318
$1.73M ﹤0.01%
410,092
-7,681
2319
$1.73M ﹤0.01%
122,499
+25,028
2320
$1.72M ﹤0.01%
34,508
-43,284
2321
$1.72M ﹤0.01%
46,774
+35,244
2322
$1.72M ﹤0.01%
68,059
+11,960
2323
$1.72M ﹤0.01%
81,098
-668
2324
$1.72M ﹤0.01%
128,786
+4,211
2325
$1.72M ﹤0.01%
209,779
+8,820
91 92
93
94 95