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
3001
$576K ﹤0.01%
15,838
+11,137
3002
$576K ﹤0.01%
16,212
-7,266
3003
$575K ﹤0.01%
16,682
-1,636
3004
$573K ﹤0.01%
20,607
-4,455
3005
$572K ﹤0.01%
84,546
-1,021
3006
$571K ﹤0.01%
764
-994
3007
$570K ﹤0.01%
51,651
+1,090
3008
$570K ﹤0.01%
17,363
+5,999
3009
$570K ﹤0.01%
30,095
-3,162
3010
$569K ﹤0.01%
26,672
-1,208
3011
$569K ﹤0.01%
661,845
+27,426
3012
$568K ﹤0.01%
21,246
+3,710
3013
$568K ﹤0.01%
20,416
+2,722
3014
$566K ﹤0.01%
20,986
+6,421
3015
$566K ﹤0.01%
14,366
-74,039
3016
$565K ﹤0.01%
27,351
+6,174
3017
$564K ﹤0.01%
11,669
+2,785
3018
$564K ﹤0.01%
30,357
-35,504
3019
$564K ﹤0.01%
9,386
-17,991
3020
$563K ﹤0.01%
12,103
+9,191
3021
$562K ﹤0.01%
10,529
+2,209
3022
$561K ﹤0.01%
15,793
+6,158
3023
$561K ﹤0.01%
16,874
-16,245
3024
$560K ﹤0.01%
12,642
+987
3025
$560K ﹤0.01%
28,620
+26,320
119 120
121
122 123