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
2576
$1.09M ﹤0.01%
28,959
-16,473
2577
$1.09M ﹤0.01%
24,846
+6,118
2578
$1.09M ﹤0.01%
48,619
-46,973
2579
$1.08M ﹤0.01%
247,521
+183,832
2580
$1.08M ﹤0.01%
62,178
-1,946
2581
$1.07M ﹤0.01%
394,380
-139,120
2582
$1.07M ﹤0.01%
106,512
+77,645
2583
$1.07M ﹤0.01%
52,662
-616
2584
$1.07M ﹤0.01%
47,165
-15,965
2585
$1.07M ﹤0.01%
42,883
-1,435
2586
$1.06M ﹤0.01%
16,398
+8,318
2587
$1.06M ﹤0.01%
20,827
-4,104
2588
$1.06M ﹤0.01%
150,228
+18,640
2589
$1.06M ﹤0.01%
35,857
-2,425
2590
$1.06M ﹤0.01%
10,318
-4,377
2591
$1.06M ﹤0.01%
46,227
-1,865
2592
$1.06M ﹤0.01%
15,931
+4,247
2593
$1.06M ﹤0.01%
32,120
-18,352
2594
$1.06M ﹤0.01%
59,166
-12,699
2595
$1.06M ﹤0.01%
34,287
-4,811
2596
$1.05M ﹤0.01%
97,121
+51,377
2597
$1.05M ﹤0.01%
27,490
-4,748
2598
$1.05M ﹤0.01%
15,454
-9,842
2599
$1.05M ﹤0.01%
23,671
-3,465
2600
$1.05M ﹤0.01%
+52,343
102 103
104
105 106