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
3326
$357K ﹤0.01%
10,598
+116
3327
$357K ﹤0.01%
932
+839
3328
$357K ﹤0.01%
10,274
-54
3329
$357K ﹤0.01%
25,659
+8,206
3330
$355K ﹤0.01%
41,418
-10,878
3331
$355K ﹤0.01%
15,804
-1,196
3332
$355K ﹤0.01%
+15,310
3333
$354K ﹤0.01%
28,105
-35,992
3334
$354K ﹤0.01%
11,572
+3,056
3335
$353K ﹤0.01%
11,844
-5,456
3336
$353K ﹤0.01%
11,853
-67,296
3337
$352K ﹤0.01%
30,040
+4,766
3338
$350K ﹤0.01%
59,182
+795
3339
$349K ﹤0.01%
11,485
-2,803
3340
$349K ﹤0.01%
18,150
+15,584
3341
$347K ﹤0.01%
346,743
-3,297
3342
$346K ﹤0.01%
19,574
-392
3343
$346K ﹤0.01%
23,039
+2,008
3344
$346K ﹤0.01%
8,500
+7,500
3345
$345K ﹤0.01%
3,347
-20,204
3346
$345K ﹤0.01%
16,063
+4,181
3347
$344K ﹤0.01%
27,461
+17,017
3348
$343K ﹤0.01%
11,406
+11,272
3349
$342K ﹤0.01%
14,150
+14,100
3350
$342K ﹤0.01%
45,000
+10,000
132 133
134
135 136