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
2926
$647K ﹤0.01%
318,576
-41,552
2927
$646K ﹤0.01%
37,899
-6,553
2928
$646K ﹤0.01%
22,460
+2,037
2929
$646K ﹤0.01%
27,413
-3,581
2930
$645K ﹤0.01%
97,452
+2,209
2931
$644K ﹤0.01%
14,116
+10,114
2932
$641K ﹤0.01%
16,094
+59
2933
$640K ﹤0.01%
39,783
-201,173
2934
$637K ﹤0.01%
156,624
+80,592
2935
$634K ﹤0.01%
1,966
+575
2936
$632K ﹤0.01%
10,406
+213
2937
$628K ﹤0.01%
6,868
+1,967
2938
$625K ﹤0.01%
109,151
+39,811
2939
$625K ﹤0.01%
15,608
+6,640
2940
$623K ﹤0.01%
9,889
-4,559
2941
$622K ﹤0.01%
10,164
+2,754
2942
$622K ﹤0.01%
47,122
+42,264
2943
$622K ﹤0.01%
85,826
+83,368
2944
$621K ﹤0.01%
1,541,416
-356,757
2945
$620K ﹤0.01%
79,362
+8,608
2946
$619K ﹤0.01%
2,060
-15
2947
$617K ﹤0.01%
44,141
+13,597
2948
$615K ﹤0.01%
9,491
+1,402
2949
$615K ﹤0.01%
6,491
-8,977
2950
$614K ﹤0.01%
29,953
-553
116 117
118
119 120