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
2851
$738K ﹤0.01%
31,867
+8,053
2852
$737K ﹤0.01%
10,497
-35,164
2853
$735K ﹤0.01%
+940
2854
$731K ﹤0.01%
15,874
+66
2855
$731K ﹤0.01%
45,019
+3,594
2856
$729K ﹤0.01%
37,887
-195,531
2857
$729K ﹤0.01%
31,018
-8,695
2858
$728K ﹤0.01%
59,871
-21,542
2859
$727K ﹤0.01%
22,235
-428
2860
$725K ﹤0.01%
44,388
-1,243
2861
$724K ﹤0.01%
57,571
+26,605
2862
$723K ﹤0.01%
19,796
+458
2863
$723K ﹤0.01%
11,462
-17,277
2864
$721K ﹤0.01%
743,207
+35,286
2865
$721K ﹤0.01%
59,771
+27,938
2866
$721K ﹤0.01%
30,669
+1,215
2867
$718K ﹤0.01%
14,097
-2,117
2868
$717K ﹤0.01%
21,782
-82,989
2869
$716K ﹤0.01%
56,543
+5,733
2870
$715K ﹤0.01%
48,177
-14,917
2871
$713K ﹤0.01%
59,823
+39,742
2872
$711K ﹤0.01%
54,684
-5,662
2873
$711K ﹤0.01%
183,150
+4,804
2874
$711K ﹤0.01%
117,509
+29,299
2875
$711K ﹤0.01%
29,820
-11,373
113 114
115
116 117