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
3751
$188K ﹤0.01%
10,911
+4,380
3752
$188K ﹤0.01%
13,550
-1,550
3753
$187K ﹤0.01%
11,568
+3,428
3754
$186K ﹤0.01%
15,943
-1,993
3755
$186K ﹤0.01%
30,383
-66,276
3756
$185K ﹤0.01%
25,897
+161
3757
$185K ﹤0.01%
8,729
+2,753
3758
$185K ﹤0.01%
7,484
+6,186
3759
$185K ﹤0.01%
5,734
+145
3760
$185K ﹤0.01%
13,477
+11,877
3761
$184K ﹤0.01%
5,963
-1,226
3762
$184K ﹤0.01%
13,864
+6,816
3763
$183K ﹤0.01%
14,871
+4,979
3764
$183K ﹤0.01%
63,056
-7,401
3765
$183K ﹤0.01%
13,438
-47,788
3766
$182K ﹤0.01%
18,071
+11,471
3767
$182K ﹤0.01%
568
+25
3768
$182K ﹤0.01%
8,467
-2,084
3769
$181K ﹤0.01%
4,706
-578
3770
$181K ﹤0.01%
4,347
+760
3771
$181K ﹤0.01%
54,981
+25,350
3772
$180K ﹤0.01%
6,222
+763
3773
$180K ﹤0.01%
6,194
+3,000
3774
$180K ﹤0.01%
4,128
+45
3775
$179K ﹤0.01%
31,031
-1,121
149 150
151
152 153