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
2901
$673K ﹤0.01%
21,905
-34,634
2902
$672K ﹤0.01%
47,267
+3,568
2903
$672K ﹤0.01%
46,716
+2,010
2904
$670K ﹤0.01%
35,507
-1,389
2905
$669K ﹤0.01%
12,805
+2,685
2906
$667K ﹤0.01%
163,137
-127,660
2907
$666K ﹤0.01%
16,673
-6,663
2908
$665K ﹤0.01%
46,351
-3,177
2909
$664K ﹤0.01%
49,120
-18,040
2910
$663K ﹤0.01%
37,990
-666
2911
$663K ﹤0.01%
26,496
+2,449
2912
$662K ﹤0.01%
28,251
-13,962
2913
$661K ﹤0.01%
49,979
-5,017
2914
$660K ﹤0.01%
41,271
-5,701
2915
$660K ﹤0.01%
29,922
-42,666
2916
$658K ﹤0.01%
253,158
-1,953
2917
$655K ﹤0.01%
22,880
-3,657
2918
$655K ﹤0.01%
34,633
+31,248
2919
$654K ﹤0.01%
95,687
-3,506
2920
$652K ﹤0.01%
11,175
+622
2921
$651K ﹤0.01%
33,869
-11,348
2922
$651K ﹤0.01%
52,994
-7,233
2923
$650K ﹤0.01%
68,643
+5,419
2924
$649K ﹤0.01%
30,012
-12,601
2925
$648K ﹤0.01%
57,135
+14,037
115 116
117
118 119