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
3626
$224K ﹤0.01%
17,050
-65,626
3627
$224K ﹤0.01%
20,817
-2,016
3628
$223K ﹤0.01%
19,695
-5,047
3629
$223K ﹤0.01%
20,568
+3,226
3630
$222K ﹤0.01%
14,205
+3,796
3631
$222K ﹤0.01%
25,929
+463
3632
$222K ﹤0.01%
16,702
+1,564
3633
$222K ﹤0.01%
25,308
-1,653
3634
$222K ﹤0.01%
16,224
-16,285
3635
$221K ﹤0.01%
+3,429
3636
$221K ﹤0.01%
9,275
-3,000
3637
$220K ﹤0.01%
13,654
-4,094
3638
$220K ﹤0.01%
5,553
-92,719
3639
$220K ﹤0.01%
9,336
-120
3640
$220K ﹤0.01%
8,068
-34,411
3641
$219K ﹤0.01%
13,857
-4,869
3642
$218K ﹤0.01%
3,582
-77
3643
$218K ﹤0.01%
16,155
-3,282
3644
$218K ﹤0.01%
2,946
+875
3645
$218K ﹤0.01%
13,910
-847
3646
$218K ﹤0.01%
11,093
-5,720
3647
$218K ﹤0.01%
22,297
+8,606
3648
$218K ﹤0.01%
24,062
+3,228
3649
$217K ﹤0.01%
5,429
+697
3650
$216K ﹤0.01%
10,257
+3,945
144 145
146
147 148