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
3151
$457K ﹤0.01%
9,331
-8,577
3152
$457K ﹤0.01%
7,400
+4,680
3153
$457K ﹤0.01%
55,803
+54,382
3154
$457K ﹤0.01%
4,240
+78
3155
$455K ﹤0.01%
13,023
+7,589
3156
$455K ﹤0.01%
14,353
+1,429
3157
$455K ﹤0.01%
18,044
-9,381
3158
$454K ﹤0.01%
3,044
-372
3159
$454K ﹤0.01%
11,947
+451
3160
$454K ﹤0.01%
9,357
+9,137
3161
$454K ﹤0.01%
9,054
+4,434
3162
$454K ﹤0.01%
33,593
+2,043
3163
$453K ﹤0.01%
95,326
+35,426
3164
$453K ﹤0.01%
16,068
+4,019
3165
$453K ﹤0.01%
10,920
+353
3166
$453K ﹤0.01%
9,497
-288
3167
$452K ﹤0.01%
16,523
-123,523
3168
$452K ﹤0.01%
55,283
-12,493
3169
$452K ﹤0.01%
20,505
-910
3170
$451K ﹤0.01%
6,630
-7,891
3171
$451K ﹤0.01%
19,273
+17,181
3172
$450K ﹤0.01%
11,010
+1,274
3173
$449K ﹤0.01%
5,268
+986
3174
$448K ﹤0.01%
33,956
+4,987
3175
$448K ﹤0.01%
2,053
-63
125 126
127
128 129