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
3201
$431K ﹤0.01%
9,536
-13,389
3202
$431K ﹤0.01%
14,358
+517
3203
$430K ﹤0.01%
13,724
+13,497
3204
$430K ﹤0.01%
18,410
+1,311
3205
$429K ﹤0.01%
21,041
-332,675
3206
$429K ﹤0.01%
28,854
+379
3207
$428K ﹤0.01%
385
-958
3208
$427K ﹤0.01%
12,441
-55
3209
$426K ﹤0.01%
1,372,033
-66,988
3210
$426K ﹤0.01%
28,017
+87
3211
$425K ﹤0.01%
9,186
+2,870
3212
$425K ﹤0.01%
8,980
+4,031
3213
$425K ﹤0.01%
38,479
+2,755
3214
$424K ﹤0.01%
16,290
-83
3215
$423K ﹤0.01%
86,910
-290,884
3216
$423K ﹤0.01%
2,279
-1,109
3217
$422K ﹤0.01%
15,846
-279
3218
$421K ﹤0.01%
112,112
+1,168
3219
$421K ﹤0.01%
43,742
+22,013
3220
$421K ﹤0.01%
9,639
+386
3221
$421K ﹤0.01%
31,521
-1,272
3222
$420K ﹤0.01%
8,797
-96,510
3223
$420K ﹤0.01%
+12,993
3224
$419K ﹤0.01%
43,233
-4,005
3225
$419K ﹤0.01%
22,760
127 128
129
130 131