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
$117B
AUM Growth
-$9.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,365
New
Increased
Reduced
Closed

Top Buys

1
+$2.8B
2
+$505M
3
+$342M
4
XRX icon
Xerox
XRX
+$300M
5
PEP icon
PepsiCo
PEP
+$294M

Top Sells

1
+$375M
2
+$339M
3
+$304M
4
ES icon
Eversource Energy
ES
+$287M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$275M

Sector Composition

1 Financials 9.82%
2 Healthcare 7.64%
3 Energy 7.34%
4 Technology 7.3%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.25M ﹤0.01%
59,136
+35,780
2477
$1.25M ﹤0.01%
28,493
-30,528
2478
$1.25M ﹤0.01%
34,836
-24,968
2479
$1.24M ﹤0.01%
79,588
+10,550
2480
$1.24M ﹤0.01%
104,334
-6,888
2481
$1.24M ﹤0.01%
93,793
-3,473
2482
$1.24M ﹤0.01%
34,536
+384
2483
$1.24M ﹤0.01%
54,604
-6,628
2484
$1.24M ﹤0.01%
34,585
-38,914
2485
$1.23M ﹤0.01%
22,744
+665
2486
$1.23M ﹤0.01%
49,324
+48,328
2487
$1.23M ﹤0.01%
17,159
-24,006
2488
$1.23M ﹤0.01%
24,479
+282
2489
$1.23M ﹤0.01%
30,935
+5,684
2490
$1.23M ﹤0.01%
19,812
+69
2491
$1.23M ﹤0.01%
30,306
+2,643
2492
$1.23M ﹤0.01%
47,451
+46,080
2493
$1.22M ﹤0.01%
24,243
-3,011
2494
$1.22M ﹤0.01%
63,823
-463,954
2495
$1.22M ﹤0.01%
51,301
-15,884
2496
$1.22M ﹤0.01%
44,328
+34,509
2497
$1.22M ﹤0.01%
20,703
+2,205
2498
$1.22M ﹤0.01%
44,649
-20,084
2499
$1.22M ﹤0.01%
50,019
+2,223
2500
$1.22M ﹤0.01%
77,194
+3,598
98 99
100
101 102