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
3851
$162K ﹤0.01%
9,303
+2,758
3852
$161K ﹤0.01%
43,609
+37,209
3853
$161K ﹤0.01%
8,169
+596
3854
$161K ﹤0.01%
3,596
3855
$161K ﹤0.01%
15,962
-79
3856
$161K ﹤0.01%
11,086
+825
3857
$160K ﹤0.01%
6,780
+5,122
3858
$160K ﹤0.01%
25,118
+12,670
3859
$160K ﹤0.01%
8,535
+1,247
3860
$159K ﹤0.01%
2,330
-3,913
3861
$159K ﹤0.01%
2,591
-178
3862
$159K ﹤0.01%
1,984
+593
3863
$158K ﹤0.01%
69,404
-2,304
3864
$158K ﹤0.01%
2,053
-6,016
3865
$158K ﹤0.01%
16,110
+2,174
3866
$158K ﹤0.01%
4,037
+1,041
3867
$157K ﹤0.01%
35,505
-3,341
3868
$157K ﹤0.01%
8,674
-1,804
3869
$157K ﹤0.01%
10,411
-1,242
3870
$157K ﹤0.01%
7,806
-65,276
3871
$157K ﹤0.01%
1,705
-32,310
3872
$156K ﹤0.01%
8,675
+935
3873
$156K ﹤0.01%
1,988
+20
3874
$156K ﹤0.01%
28,325
-2,607
3875
$156K ﹤0.01%
7,495
+1,386
153 154
155
156 157