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
2826
$771K ﹤0.01%
22,910
-1,237
2827
$770K ﹤0.01%
27,660
-176,652
2828
$770K ﹤0.01%
58,598
+8,565
2829
$769K ﹤0.01%
55,834
+15,189
2830
$764K ﹤0.01%
20,346
+2,462
2831
$763K ﹤0.01%
12,556
+1,136
2832
$762K ﹤0.01%
129,716
+123,616
2833
$758K ﹤0.01%
29,160
+13,063
2834
$756K ﹤0.01%
4,780
-792
2835
$754K ﹤0.01%
40,111
-11,361
2836
$754K ﹤0.01%
118,800
-21,646
2837
$752K ﹤0.01%
50,942
-1,366
2838
$751K ﹤0.01%
31,551
+312
2839
$750K ﹤0.01%
27,280
-41,617
2840
$750K ﹤0.01%
43,059
+13,354
2841
$748K ﹤0.01%
36,141
+2,407
2842
$747K ﹤0.01%
9,679
+9,098
2843
$746K ﹤0.01%
+1,651
2844
$745K ﹤0.01%
16,316
+15,878
2845
$742K ﹤0.01%
42,674
-61,340
2846
$741K ﹤0.01%
34,474
-36,818
2847
$740K ﹤0.01%
33,817
+23,794
2848
$740K ﹤0.01%
38,811
-5,396
2849
$739K ﹤0.01%
23,859
-60,030
2850
$739K ﹤0.01%
64,392
+13,552
112 113
114
115 116