UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
7,366
New
Increased
Reduced
Closed

Top Buys

1
+$2.97B
2
+$543M
3
+$375M
4
XRX icon
Xerox
XRX
+$324M
5
PEP icon
PepsiCo
PEP
+$296M

Top Sells

1
+$399M
2
+$375M
3
+$315M
4
EBAY icon
eBay
EBAY
+$298M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$293M

Sector Composition

1 Financials 9.82%
2 Healthcare 7.64%
3 Energy 7.34%
4 Technology 7.04%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$1.05M ﹤0.01%
17,578
-719
2602
$1.05M ﹤0.01%
25,768
-44,475
2603
$1.05M ﹤0.01%
49,068
-9,070
2604
$1.04M ﹤0.01%
13,429
+1,084
2605
$1.04M ﹤0.01%
26,734
+5,833
2606
$1.04M ﹤0.01%
36,116
-1,482
2607
$1.04M ﹤0.01%
+42,566
2608
$1.04M ﹤0.01%
57,835
+13,989
2609
$1.04M ﹤0.01%
109,756
+499
2610
$1.04M ﹤0.01%
75,795
+42,540
2611
$1.04M ﹤0.01%
103,302
+30,079
2612
$1.04M ﹤0.01%
281,795
-41,102
2613
$1.04M ﹤0.01%
27,005
-3,529
2614
$1.03M ﹤0.01%
51,600
-7,115
2615
$1.03M ﹤0.01%
27,003
-32,276
2616
$1.03M ﹤0.01%
86,563
-158
2617
$1.03M ﹤0.01%
61,657
+37,263
2618
$1.03M ﹤0.01%
37,785
+1,879
2619
$1.03M ﹤0.01%
70,557
-7,779
2620
$1.03M ﹤0.01%
165,825
+152,132
2621
$1.03M ﹤0.01%
441,900
+57,992
2622
$1.03M ﹤0.01%
98,660
-3,538
2623
$1.03M ﹤0.01%
142,197
-46,147
2624
$1.03M ﹤0.01%
11,402
+408
2625
$1.03M ﹤0.01%
33,252
-63,926
103 104
105
106 107