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
2976
$594K ﹤0.01%
15,627
-10,770
2977
$594K ﹤0.01%
104,804
-407,779
2978
$593K ﹤0.01%
7,483
-2,910
2979
$592K ﹤0.01%
37,946
-366
2980
$591K ﹤0.01%
45,849
+38,789
2981
$590K ﹤0.01%
21,609
+10,489
2982
$589K ﹤0.01%
42,823
-86,951
2983
$587K ﹤0.01%
22,008
-12,932
2984
$587K ﹤0.01%
90,483
-132,456
2985
$586K ﹤0.01%
26,744
+1,817
2986
$586K ﹤0.01%
13,228
-478
2987
$586K ﹤0.01%
22,976
+3,262
2988
$583K ﹤0.01%
47,640
-5,936
2989
$582K ﹤0.01%
24,505
-72,360
2990
$582K ﹤0.01%
529,721
+180,722
2991
$581K ﹤0.01%
48,029
-9,514
2992
$580K ﹤0.01%
27,175
+25,775
2993
$580K ﹤0.01%
15,606
+10,332
2994
$580K ﹤0.01%
147,578
-4,752
2995
$580K ﹤0.01%
10,275
-6
2996
$578K ﹤0.01%
29,240
+2,144
2997
$578K ﹤0.01%
37,190
+2,570
2998
$577K ﹤0.01%
38,244
-161
2999
$576K ﹤0.01%
52,106
-2,252
3000
$576K ﹤0.01%
11,200
-5,191
118 119
120
121 122