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
3301
$369K ﹤0.01%
61,711
+56,545
3302
$369K ﹤0.01%
30,786
+10,865
3303
$368K ﹤0.01%
6,276
+255
3304
$368K ﹤0.01%
30,999
+28,199
3305
$368K ﹤0.01%
14,141
-55
3306
$367K ﹤0.01%
7,674
+307
3307
$367K ﹤0.01%
2,909
+66
3308
$366K ﹤0.01%
17,713
-1,215
3309
$366K ﹤0.01%
23,544
-745
3310
$365K ﹤0.01%
13,536
+1,050
3311
$365K ﹤0.01%
16,338
-5,472
3312
$365K ﹤0.01%
7,300
-1,856
3313
$365K ﹤0.01%
49,721
-6,503
3314
$364K ﹤0.01%
214,583
-44,451
3315
$363K ﹤0.01%
58,955
-36
3316
$363K ﹤0.01%
36,683
-28,753
3317
$362K ﹤0.01%
15,891
-1,649
3318
$361K ﹤0.01%
7,855
+2,198
3319
$361K ﹤0.01%
12,955
+1,690
3320
$361K ﹤0.01%
1,816
+213
3321
$359K ﹤0.01%
3,158
-1,558
3322
$359K ﹤0.01%
8,314
3323
$359K ﹤0.01%
269
-105
3324
$359K ﹤0.01%
10,459
+1,839
3325
$358K ﹤0.01%
14,693
+2,632
131 132
133
134 135