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
2551
$1.13M ﹤0.01%
186,649
+2,673
2552
$1.13M ﹤0.01%
92,598
-2,386
2553
$1.13M ﹤0.01%
50,036
-51,158
2554
$1.13M ﹤0.01%
172,559
+1,183
2555
$1.13M ﹤0.01%
81,601
+11,832
2556
$1.13M ﹤0.01%
8,145
-5,307
2557
$1.12M ﹤0.01%
33,882
-31,821
2558
$1.12M ﹤0.01%
134,186
+61,313
2559
$1.12M ﹤0.01%
104,377
-4,096
2560
$1.12M ﹤0.01%
19,252
-892
2561
$1.12M ﹤0.01%
18,539
+3,895
2562
$1.12M ﹤0.01%
66,181
-32,360
2563
$1.12M ﹤0.01%
29,221
-3,273
2564
$1.11M ﹤0.01%
36,985
+898
2565
$1.11M ﹤0.01%
10,411
+1,960
2566
$1.11M ﹤0.01%
93,000
+8,240
2567
$1.11M ﹤0.01%
43,605
-123,620
2568
$1.11M ﹤0.01%
30,839
+12,015
2569
$1.11M ﹤0.01%
183,452
-1,262
2570
$1.11M ﹤0.01%
67,514
+64,367
2571
$1.1M ﹤0.01%
18,535
+352
2572
$1.1M ﹤0.01%
105,656
-71,411
2573
$1.1M ﹤0.01%
100,241
+93,050
2574
$1.1M ﹤0.01%
17,406
-4,626
2575
$1.09M ﹤0.01%
285,968
-559,840
101 102
103
104 105