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
2526
$1.18M ﹤0.01%
50,925
-33,603
2527
$1.18M ﹤0.01%
53,744
+49,180
2528
$1.18M ﹤0.01%
111,364
+61,357
2529
$1.18M ﹤0.01%
191,931
-49,178
2530
$1.17M ﹤0.01%
106,811
+20,773
2531
$1.17M ﹤0.01%
55,145
+5,560
2532
$1.17M ﹤0.01%
104,245
-122,592
2533
$1.17M ﹤0.01%
22,033
-5
2534
$1.16M ﹤0.01%
90,151
-37,219
2535
$1.16M ﹤0.01%
37,905
-35,253
2536
$1.16M ﹤0.01%
196,425
-160,828
2537
$1.16M ﹤0.01%
31,999
+27,743
2538
$1.15M ﹤0.01%
43,806
-36,314
2539
$1.15M ﹤0.01%
24,322
-17,208
2540
$1.15M ﹤0.01%
49,377
+8,997
2541
$1.15M ﹤0.01%
18,054
-7,810
2542
$1.14M ﹤0.01%
46,690
-19,818
2543
$1.14M ﹤0.01%
51,236
+49,238
2544
$1.14M ﹤0.01%
37,081
+936
2545
$1.14M ﹤0.01%
54,773
+3,099
2546
$1.14M ﹤0.01%
49,904
+1,498
2547
$1.14M ﹤0.01%
24,334
2548
$1.14M ﹤0.01%
105,976
-240,546
2549
$1.14M ﹤0.01%
18,918
-778
2550
$1.13M ﹤0.01%
28,230
+18,539
100 101
102
103 104