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
3426
$301K ﹤0.01%
5,933
-10,057
3427
$301K ﹤0.01%
22,777
-334,492
3428
$301K ﹤0.01%
14,895
-1,123
3429
$301K ﹤0.01%
15,982
+9,573
3430
$301K ﹤0.01%
4,543
-945
3431
$301K ﹤0.01%
38,664
+36,374
3432
$301K ﹤0.01%
38,720
-29,698
3433
$300K ﹤0.01%
24,764
-691
3434
$300K ﹤0.01%
22,700
+18,261
3435
$300K ﹤0.01%
13,786
-52,792
3436
$300K ﹤0.01%
12,460
-3,432
3437
$300K ﹤0.01%
19,282
-380
3438
$298K ﹤0.01%
17,551
+12,587
3439
$297K ﹤0.01%
56,287
-278
3440
$297K ﹤0.01%
31,382
-4,705
3441
$296K ﹤0.01%
15,533
+49
3442
$296K ﹤0.01%
14,409
+4,396
3443
$296K ﹤0.01%
21,517
+12,443
3444
$296K ﹤0.01%
13,791
+7,391
3445
$295K ﹤0.01%
23,102
+2,158
3446
$295K ﹤0.01%
4,496
+1,737
3447
$294K ﹤0.01%
5,445
+1,078
3448
$294K ﹤0.01%
11,643
+1,973
3449
$293K ﹤0.01%
120,322
-145,499
3450
$293K ﹤0.01%
12,449
-834
136 137
138
139 140