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
2451
$1.46M ﹤0.01%
63,573
-5,203
2452
$1.45M ﹤0.01%
16,807
-6,289
2453
$1.45M ﹤0.01%
64,121
-6,530
2454
$1.45M ﹤0.01%
+204
2455
$1.45M ﹤0.01%
20,657
-2,552
2456
$1.45M ﹤0.01%
28,864
+28,109
2457
$1.44M ﹤0.01%
33,051
+2,710
2458
$1.44M ﹤0.01%
46,659
-29,242
2459
$1.44M ﹤0.01%
225,599
+45,495
2460
$1.43M ﹤0.01%
26,472
-17,093
2461
$1.43M ﹤0.01%
18,053
-1,056
2462
$1.43M ﹤0.01%
88,690
-567
2463
$1.43M ﹤0.01%
45,616
-921
2464
$1.43M ﹤0.01%
166,936
+155,628
2465
$1.43M ﹤0.01%
79,202
-1,409
2466
$1.42M ﹤0.01%
21,786
-7,039
2467
$1.42M ﹤0.01%
131,175
+1,580
2468
$1.42M ﹤0.01%
112,454
+381
2469
$1.42M ﹤0.01%
55,930
+13,286
2470
$1.42M ﹤0.01%
47,973
-7,661
2471
$1.42M ﹤0.01%
119,543
+10,361
2472
$1.42M ﹤0.01%
181,658
+152,751
2473
$1.42M ﹤0.01%
123,396
-7,518
2474
$1.41M ﹤0.01%
60,575
-161,782
2475
$1.41M ﹤0.01%
41,348
+1,016
97 98
99
100 101