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
2376
$1.61M ﹤0.01%
44,600
-16,588
2377
$1.6M ﹤0.01%
46,590
-47,308
2378
$1.6M ﹤0.01%
81,519
+1,332
2379
$1.6M ﹤0.01%
152,531
+111,686
2380
$1.6M ﹤0.01%
15,796
+11,110
2381
$1.59M ﹤0.01%
39,915
+29,835
2382
$1.59M ﹤0.01%
17,143
+392
2383
$1.59M ﹤0.01%
41,010
-53,849
2384
$1.59M ﹤0.01%
25,619
+3,284
2385
$1.59M ﹤0.01%
198,905
-94,240
2386
$1.58M ﹤0.01%
71,363
-78,217
2387
$1.58M ﹤0.01%
75,341
-123,849
2388
$1.58M ﹤0.01%
63,456
+4,081
2389
$1.58M ﹤0.01%
57,899
+27,053
2390
$1.57M ﹤0.01%
91,460
-12,124
2391
$1.57M ﹤0.01%
28,638
-329
2392
$1.57M ﹤0.01%
57,344
+3,672
2393
$1.57M ﹤0.01%
64,215
+15,226
2394
$1.57M ﹤0.01%
51,099
+2,501
2395
$1.57M ﹤0.01%
94,095
+11,108
2396
$1.56M ﹤0.01%
34,038
-10,946
2397
$1.56M ﹤0.01%
63,639
+15,254
2398
$1.56M ﹤0.01%
64,173
+9,920
2399
$1.56M ﹤0.01%
23,299
+902
2400
$1.56M ﹤0.01%
83,293
+962
94 95
96
97 98