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
2651
$989K ﹤0.01%
63,385
+5,345
2652
$989K ﹤0.01%
44,366
-15
2653
$985K ﹤0.01%
52,773
-26,331
2654
$984K ﹤0.01%
72,585
+2,195
2655
$979K ﹤0.01%
61,867
-9,681
2656
$977K ﹤0.01%
10,137
-18,425
2657
$976K ﹤0.01%
22,580
+2,548
2658
$974K ﹤0.01%
58,224
+5,676
2659
$972K ﹤0.01%
65,657
-80
2660
$972K ﹤0.01%
4,780
+274
2661
$969K ﹤0.01%
71,282
+25,524
2662
$968K ﹤0.01%
76,014
-13,441
2663
$967K ﹤0.01%
38,290
-17,546
2664
$967K ﹤0.01%
33,898
-16,331
2665
$967K ﹤0.01%
60,133
+1,820
2666
$966K ﹤0.01%
44,727
-47,551
2667
$964K ﹤0.01%
33,549
-28,317
2668
$964K ﹤0.01%
20,628
-1,516
2669
$964K ﹤0.01%
106,415
+1,978
2670
$963K ﹤0.01%
87,412
-12,351
2671
$963K ﹤0.01%
150,907
+19,753
2672
$959K ﹤0.01%
76,312
-3,145
2673
$959K ﹤0.01%
1,660
+561
2674
$957K ﹤0.01%
53,535
-19,511
2675
$953K ﹤0.01%
32,086
-119,975
105 106
107
108 109