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
3726
$196K ﹤0.01%
1,956
-986
3727
$196K ﹤0.01%
53,000
+4,000
3728
$196K ﹤0.01%
10,736
-3,040
3729
$196K ﹤0.01%
10,399
+8,429
3730
$195K ﹤0.01%
374
+191
3731
$195K ﹤0.01%
3,259
-890
3732
$195K ﹤0.01%
1,937
-337
3733
$195K ﹤0.01%
433,865
-194,165
3734
$194K ﹤0.01%
7,353
+2,153
3735
$194K ﹤0.01%
6,642
+569
3736
$194K ﹤0.01%
16,680
+8,550
3737
$194K ﹤0.01%
10,489
+1,540
3738
$193K ﹤0.01%
7,151
-20,802
3739
$192K ﹤0.01%
11,913
-2,748
3740
$192K ﹤0.01%
7,437
+6,385
3741
$191K ﹤0.01%
5,101
-11,968
3742
$191K ﹤0.01%
37,329
+1,262
3743
$191K ﹤0.01%
18,521
-3,071
3744
$190K ﹤0.01%
2,368
-3,564
3745
$189K ﹤0.01%
11,701
-732
3746
$189K ﹤0.01%
7,527
-15,905
3747
$189K ﹤0.01%
20,316
+860
3748
$189K ﹤0.01%
+763
3749
$189K ﹤0.01%
48,119
-1,055
3750
$188K ﹤0.01%
9,713
-991
148 149
150
151 152