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
2701
$927K ﹤0.01%
4,402
-4,410
2702
$927K ﹤0.01%
63,914
-1,143
2703
$924K ﹤0.01%
27,241
-176
2704
$922K ﹤0.01%
+726
2705
$920K ﹤0.01%
18,725
-1,741
2706
$920K ﹤0.01%
17,027
+15,517
2707
$918K ﹤0.01%
58,315
-1,420
2708
$918K ﹤0.01%
3,237
+2,103
2709
$917K ﹤0.01%
27,422
-9,626
2710
$915K ﹤0.01%
61,414
+40,995
2711
$912K ﹤0.01%
179,574
+12,697
2712
$911K ﹤0.01%
21,538
+12,929
2713
$909K ﹤0.01%
21,850
-61
2714
$909K ﹤0.01%
117,606
+38,748
2715
$906K ﹤0.01%
92,523
-61,584
2716
$906K ﹤0.01%
37,163
-31,782
2717
$903K ﹤0.01%
52,087
+25,578
2718
$902K ﹤0.01%
62,393
-774
2719
$901K ﹤0.01%
34,135
+2,149
2720
$897K ﹤0.01%
123,484
+122,000
2721
$897K ﹤0.01%
36,017
+35,217
2722
$897K ﹤0.01%
58,238
+3,099
2723
$896K ﹤0.01%
1,392
+956
2724
$895K ﹤0.01%
54,061
-2,271
2725
$895K ﹤0.01%
36,418
-1,283
107 108
109
110 111