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
3051
$540K ﹤0.01%
586,394
-219,677
3052
$539K ﹤0.01%
20,741
-13,042
3053
$539K ﹤0.01%
15,884
-1,758
3054
$538K ﹤0.01%
19,727
+12,690
3055
$538K ﹤0.01%
12,557
-910
3056
$538K ﹤0.01%
8,246
-356
3057
$537K ﹤0.01%
26,803
-16,605
3058
$537K ﹤0.01%
41,853
-316
3059
$534K ﹤0.01%
166,673
+108,218
3060
$533K ﹤0.01%
11,148
-1,200
3061
$533K ﹤0.01%
11,030
-5,216
3062
$532K ﹤0.01%
42,431
-4,116
3063
$532K ﹤0.01%
36,468
+1,678
3064
$531K ﹤0.01%
17,968
-9,136
3065
$530K ﹤0.01%
28,136
+13,907
3066
$530K ﹤0.01%
26,357
+2,903
3067
$530K ﹤0.01%
+24,243
3068
$529K ﹤0.01%
16,236
+14,249
3069
$529K ﹤0.01%
24,416
+4,464
3070
$529K ﹤0.01%
34,049
+3,377
3071
$528K ﹤0.01%
82,593
+7,644
3072
$528K ﹤0.01%
20,819
-47,363
3073
$528K ﹤0.01%
41,714
+32,326
3074
$527K ﹤0.01%
20,788
+7,024
3075
$526K ﹤0.01%
37,603
+10,808
121 122
123
124 125