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
2626
$1.03M ﹤0.01%
191,043
-149,700
2627
$1.02M ﹤0.01%
40,055
+3,855
2628
$1.02M ﹤0.01%
55,108
+9,646
2629
$1.02M ﹤0.01%
20,257
-4,698
2630
$1.02M ﹤0.01%
21,618
+17,309
2631
$1.02M ﹤0.01%
43,989
-149
2632
$1.02M ﹤0.01%
27,437
+8,847
2633
$1.02M ﹤0.01%
38,404
-2,256
2634
$1.02M ﹤0.01%
38,786
-2,266
2635
$1.02M ﹤0.01%
48,999
-7,872
2636
$1.02M ﹤0.01%
63,562
-3,183
2637
$1.02M ﹤0.01%
59,082
-19,682
2638
$1.02M ﹤0.01%
46,138
-15,351
2639
$1.02M ﹤0.01%
29,930
+698
2640
$1.01M ﹤0.01%
77,952
+11,058
2641
$1.01M ﹤0.01%
34,241
+4,698
2642
$1.01M ﹤0.01%
35,526
-890,641
2643
$1.01M ﹤0.01%
37,441
-5,119
2644
$1.01M ﹤0.01%
47,086
+39,471
2645
$999K ﹤0.01%
42,906
+480
2646
$998K ﹤0.01%
72,970
+4,757
2647
$998K ﹤0.01%
62,221
-51,741
2648
$998K ﹤0.01%
20,714
-428
2649
$993K ﹤0.01%
+58,535
2650
$989K ﹤0.01%
30,510
-5,308
104 105
106
107 108