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
3776
$179K ﹤0.01%
+1
3777
$179K ﹤0.01%
9,284
-1,490
3778
$179K ﹤0.01%
9,572
-13,146
3779
$178K ﹤0.01%
+4,760
3780
$178K ﹤0.01%
7
+2
3781
$178K ﹤0.01%
8,351
+526
3782
$178K ﹤0.01%
17,578
+8
3783
$178K ﹤0.01%
1,266
-390
3784
$178K ﹤0.01%
11,410
3785
$177K ﹤0.01%
723
+649
3786
$177K ﹤0.01%
5,898
-2,863
3787
$177K ﹤0.01%
1,990
-583
3788
$177K ﹤0.01%
12,843
-1,415
3789
$177K ﹤0.01%
1,736
+1,231
3790
$177K ﹤0.01%
13,724
-28,699
3791
$176K ﹤0.01%
+362
3792
$176K ﹤0.01%
12,423
-6,824
3793
$176K ﹤0.01%
13,187
+92
3794
$175K ﹤0.01%
8,845
+2,077
3795
$175K ﹤0.01%
1,304
+238
3796
$175K ﹤0.01%
4,320
-1,176
3797
$175K ﹤0.01%
7,505
-15,713
3798
$174K ﹤0.01%
5,390
+4,781
3799
$174K ﹤0.01%
6,550
-10,076
3800
$174K ﹤0.01%
33,290
+6,327
150 151
152
153 154