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
3076
$523K ﹤0.01%
24,693
-78,751
3077
$518K ﹤0.01%
77,193
+26,730
3078
$516K ﹤0.01%
53,753
+2,834
3079
$516K ﹤0.01%
11,793
-1,289
3080
$516K ﹤0.01%
31,167
-14,135
3081
$513K ﹤0.01%
29,155
+336
3082
$513K ﹤0.01%
6,928
+1,255
3083
$513K ﹤0.01%
33,487
-2,629
3084
$513K ﹤0.01%
26,972
-1,009
3085
$512K ﹤0.01%
18,941
+1,286
3086
$511K ﹤0.01%
21,140
-11,496
3087
$510K ﹤0.01%
17,496
-52
3088
$510K ﹤0.01%
20,480
+2,600
3089
$510K ﹤0.01%
20,891
-2,982
3090
$507K ﹤0.01%
10,439
+1,268
3091
$506K ﹤0.01%
21,105
-1,246
3092
$506K ﹤0.01%
32,287
+3,450
3093
$505K ﹤0.01%
90,404
+1,605
3094
$504K ﹤0.01%
11,731
+36
3095
$503K ﹤0.01%
33,015
+872
3096
$503K ﹤0.01%
28,929
+2,818
3097
$503K ﹤0.01%
18,263
-9,515
3098
$500K ﹤0.01%
6,451
+1,765
3099
$500K ﹤0.01%
17,885
-1,695
3100
$498K ﹤0.01%
65,585
-43,075
122 123
124
125 126