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
3401
$316K ﹤0.01%
3,611
-9,043
3402
$316K ﹤0.01%
34,826
+29,026
3403
$316K ﹤0.01%
4,672
-151
3404
$316K ﹤0.01%
12,761
+3,620
3405
$315K ﹤0.01%
+10,187
3406
$314K ﹤0.01%
16,441
+2,500
3407
$313K ﹤0.01%
12,902
+12,718
3408
$313K ﹤0.01%
7,239
-1,647
3409
$312K ﹤0.01%
191,256
+23,011
3410
$309K ﹤0.01%
9,539
-1,107
3411
$309K ﹤0.01%
54
+6
3412
$309K ﹤0.01%
7,818
-457
3413
$308K ﹤0.01%
83,602
+59,226
3414
$308K ﹤0.01%
8,714
-592
3415
$308K ﹤0.01%
68,378
+24,349
3416
$307K ﹤0.01%
111,209
+1,477
3417
$307K ﹤0.01%
5,154
+1,961
3418
$307K ﹤0.01%
22,847
-40,484
3419
$306K ﹤0.01%
18,128
+7,805
3420
$304K ﹤0.01%
19,616
-38,858
3421
$304K ﹤0.01%
13,091
-42,470
3422
$302K ﹤0.01%
12,165
-1,179
3423
$302K ﹤0.01%
3,484
+977
3424
$302K ﹤0.01%
5,915
-7,627
3425
$302K ﹤0.01%
2,021
+93
135 136
137
138 139