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
2776
$836K ﹤0.01%
156,215
+1,378
2777
$836K ﹤0.01%
31,321
-1,851
2778
$835K ﹤0.01%
11,409
-26,274
2779
$835K ﹤0.01%
31,391
+5,033
2780
$832K ﹤0.01%
10,883
+1,343
2781
$831K ﹤0.01%
43,128
-2,403
2782
$831K ﹤0.01%
27,569
+1,572
2783
$830K ﹤0.01%
340,226
+177,362
2784
$827K ﹤0.01%
31,751
+3,492
2785
$826K ﹤0.01%
22,991
-3,836
2786
$825K ﹤0.01%
72,335
+2,651
2787
$825K ﹤0.01%
11,892
+1,421
2788
$821K ﹤0.01%
50,305
-292,685
2789
$819K ﹤0.01%
37,007
-1,387
2790
$818K ﹤0.01%
57,407
-10,008
2791
$818K ﹤0.01%
27,509
+45
2792
$816K ﹤0.01%
52,820
-8,228
2793
$814K ﹤0.01%
42,155
+122
2794
$813K ﹤0.01%
58,362
+40,965
2795
$813K ﹤0.01%
22,256
+4,771
2796
$812K ﹤0.01%
45,940
-29,868
2797
$812K ﹤0.01%
301,860
-503,860
2798
$808K ﹤0.01%
18,948
-3,612
2799
$808K ﹤0.01%
498,770
-190,510
2800
$808K ﹤0.01%
61,091
-38,773
110 111
112
113 114