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
3551
$253K ﹤0.01%
12,687
-1,529
3552
$252K ﹤0.01%
5,219
+5,209
3553
$252K ﹤0.01%
12,109
-723
3554
$252K ﹤0.01%
31,052
+462
3555
$251K ﹤0.01%
17,618
-4
3556
$251K ﹤0.01%
10,599
-846
3557
$250K ﹤0.01%
+9,699
3558
$250K ﹤0.01%
15,804
-131
3559
$249K ﹤0.01%
12,866
-18,217
3560
$249K ﹤0.01%
13,476
+1,426
3561
$247K ﹤0.01%
16,897
+870
3562
$246K ﹤0.01%
74
+14
3563
$246K ﹤0.01%
16,160
-4,888
3564
$246K ﹤0.01%
10,644
-19,280
3565
$246K ﹤0.01%
5,893
+5,693
3566
$244K ﹤0.01%
5,940
+5,096
3567
$244K ﹤0.01%
6,388
-143
3568
$243K ﹤0.01%
8,123
+1,467
3569
$243K ﹤0.01%
16,000
+1,931
3570
$242K ﹤0.01%
23,073
+12,373
3571
$242K ﹤0.01%
2,877
-10
3572
$242K ﹤0.01%
112,002
-14,642
3573
$242K ﹤0.01%
14,744
+546
3574
$241K ﹤0.01%
6,912
-3,552
3575
$241K ﹤0.01%
6,134
-9,493
141 142
143
144 145