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
2726
$893K ﹤0.01%
22,507
-3,215
2727
$891K ﹤0.01%
17,950
-30,848
2728
$888K ﹤0.01%
18,914
+3,797
2729
$887K ﹤0.01%
976,879
-451,343
2730
$884K ﹤0.01%
33,906
-417,186
2731
$883K ﹤0.01%
34,580
+1,299
2732
$882K ﹤0.01%
20,949
-271
2733
$880K ﹤0.01%
59,403
-19,521
2734
$878K ﹤0.01%
53,477
+4,086
2735
$875K ﹤0.01%
84,457
-1,913
2736
$874K ﹤0.01%
22,625
-3,050
2737
$874K ﹤0.01%
106,696
-146,723
2738
$874K ﹤0.01%
21,107
-11,973
2739
$874K ﹤0.01%
45,013
+2,036
2740
$873K ﹤0.01%
89,513
-13,199
2741
$872K ﹤0.01%
14,963
-48,771
2742
$872K ﹤0.01%
7,512
-294
2743
$871K ﹤0.01%
78,084
-13,340
2744
$870K ﹤0.01%
76,905
-1,884
2745
$867K ﹤0.01%
28,655
+3,723
2746
$867K ﹤0.01%
33,480
-25,072
2747
$866K ﹤0.01%
30,015
-18,844
2748
$866K ﹤0.01%
68,587
+7,696
2749
$863K ﹤0.01%
38,900
2750
$862K ﹤0.01%
62,748
+56,053
108 109
110
111 112