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
2501
$1.21M ﹤0.01%
410,316
-279,735
2502
$1.21M ﹤0.01%
109,415
-209,300
2503
$1.21M ﹤0.01%
31,030
+13,973
2504
$1.21M ﹤0.01%
16,754
+2,834
2505
$1.21M ﹤0.01%
324,142
+5,310
2506
$1.21M ﹤0.01%
80,656
+4,493
2507
$1.21M ﹤0.01%
43,273
+1,662
2508
$1.2M ﹤0.01%
27,803
+19,075
2509
$1.2M ﹤0.01%
45,224
-30,098
2510
$1.2M ﹤0.01%
26,056
-30,884
2511
$1.2M ﹤0.01%
27,130
-7,516
2512
$1.2M ﹤0.01%
40,563
+4,246
2513
$1.19M ﹤0.01%
57,668
-127,368
2514
$1.19M ﹤0.01%
27,968
-1,829
2515
$1.19M ﹤0.01%
25,683
-3,041
2516
$1.19M ﹤0.01%
4,066
-94
2517
$1.19M ﹤0.01%
51,728
+12,336
2518
$1.19M ﹤0.01%
20,273
-2,694
2519
$1.19M ﹤0.01%
66,023
-164,082
2520
$1.19M ﹤0.01%
32,230
+3,101
2521
$1.19M ﹤0.01%
27,154
-12,310
2522
$1.19M ﹤0.01%
27,830
+25,596
2523
$1.19M ﹤0.01%
69,130
-4,982
2524
$1.18M ﹤0.01%
42,678
+1,419
2525
$1.18M ﹤0.01%
19,022
-9,007
99 100
101
102 103