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
3526
$264K ﹤0.01%
13,678
-1,004
3527
$264K ﹤0.01%
25,880
-318,592
3528
$263K ﹤0.01%
24,700
+668
3529
$263K ﹤0.01%
7,476
-20,514
3530
$262K ﹤0.01%
8,620
-901
3531
$261K ﹤0.01%
16,159
+1,752
3532
$261K ﹤0.01%
4,704
+1,629
3533
$261K ﹤0.01%
3,358
-698
3534
$259K ﹤0.01%
10,286
+3,614
3535
$259K ﹤0.01%
9,700
+8,769
3536
$259K ﹤0.01%
12,088
+10,258
3537
$258K ﹤0.01%
19,133
+2,018
3538
$258K ﹤0.01%
7,129
+6,690
3539
$258K ﹤0.01%
8,250
-1,486
3540
$257K ﹤0.01%
7,353
3541
$257K ﹤0.01%
17,321
-2,812
3542
$257K ﹤0.01%
9,250
-3,262
3543
$256K ﹤0.01%
8,842
-9,322
3544
$256K ﹤0.01%
+6,860
3545
$255K ﹤0.01%
34,867
+6,955
3546
$255K ﹤0.01%
18,340
-1,757
3547
$254K ﹤0.01%
34,153
+5,520
3548
$254K ﹤0.01%
23,186
-41,919
3549
$254K ﹤0.01%
+17,284
3550
$254K ﹤0.01%
21,330
-276,389
140 141
142
143 144