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
3501
$272K ﹤0.01%
13,120
+1,390
3502
$272K ﹤0.01%
19,978
+19,053
3503
$271K ﹤0.01%
13,666
+12,750
3504
$271K ﹤0.01%
9,507
-4,763
3505
$271K ﹤0.01%
11,283
+6,622
3506
$271K ﹤0.01%
32,602
-2,337
3507
$271K ﹤0.01%
20,908
-5,546
3508
$270K ﹤0.01%
8,932
-390
3509
$270K ﹤0.01%
16,428
-30,579
3510
$270K ﹤0.01%
10,264
+2,000
3511
$269K ﹤0.01%
3,004
-28,497
3512
$269K ﹤0.01%
9,467
+1,293
3513
$268K ﹤0.01%
10,232
+1,102
3514
$268K ﹤0.01%
2,322
+1,800
3515
$268K ﹤0.01%
14,289
+5,289
3516
$268K ﹤0.01%
16,723
-9,814
3517
$266K ﹤0.01%
12,999
+3,654
3518
$266K ﹤0.01%
12,243
-3,159
3519
$266K ﹤0.01%
24,885
+627
3520
$265K ﹤0.01%
10,182
+1,904
3521
$265K ﹤0.01%
717
-45
3522
$265K ﹤0.01%
6,532
-287
3523
$265K ﹤0.01%
7,436
+21
3524
$264K ﹤0.01%
11,390
+506
3525
$264K ﹤0.01%
5,914
-1,456
139 140
141
142 143