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
3676
$210K ﹤0.01%
28,774
-2,666
3677
$210K ﹤0.01%
6,380
-40,490
3678
$208K ﹤0.01%
10,024
+2,038
3679
$207K ﹤0.01%
+8,837
3680
$207K ﹤0.01%
4,134
-6
3681
$207K ﹤0.01%
25,833
+583
3682
$207K ﹤0.01%
13,753
+1,486
3683
$207K ﹤0.01%
34,856
+1,462
3684
$206K ﹤0.01%
8,600
-6,846
3685
$206K ﹤0.01%
40,956
-48,940
3686
$206K ﹤0.01%
13,847
+534
3687
$206K ﹤0.01%
77,728
+15,112
3688
$206K ﹤0.01%
5,078
-4,450
3689
$206K ﹤0.01%
192
+17
3690
$206K ﹤0.01%
16,026
+4,080
3691
$206K ﹤0.01%
8,124
+6,588
3692
$205K ﹤0.01%
549
-397
3693
$205K ﹤0.01%
2,628
+643
3694
$205K ﹤0.01%
5,078
+2,520
3695
$205K ﹤0.01%
6,490
+2,700
3696
$204K ﹤0.01%
5,759
+1,548
3697
$204K ﹤0.01%
2,242
-1,143
3698
$204K ﹤0.01%
5,036
+3,156
3699
$203K ﹤0.01%
18,724
+5,179
3700
$203K ﹤0.01%
42,421
+34,098
146 147
148
149 150