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
3876
$156K ﹤0.01%
14,019
-731
3877
$156K ﹤0.01%
3,875
+1,376
3878
$155K ﹤0.01%
7,234
-1,297
3879
$155K ﹤0.01%
12,111
+2,884
3880
$155K ﹤0.01%
1,881
+415
3881
$154K ﹤0.01%
+6,928
3882
$154K ﹤0.01%
3,846
+392
3883
$154K ﹤0.01%
12,109
-1,333
3884
$154K ﹤0.01%
10,749
-4,936
3885
$154K ﹤0.01%
6,846
-10,760
3886
$154K ﹤0.01%
9,152
+5,586
3887
$153K ﹤0.01%
20,083
+4,296
3888
$153K ﹤0.01%
10,292
+6,605
3889
$153K ﹤0.01%
7,671
+6,337
3890
$153K ﹤0.01%
10,890
-6,500
3891
$152K ﹤0.01%
25,683
+413
3892
$152K ﹤0.01%
6,761
-1,684
3893
$152K ﹤0.01%
1,451
-265
3894
$152K ﹤0.01%
47,717
-11,642
3895
$152K ﹤0.01%
36,149
+1,649
3896
$152K ﹤0.01%
+9,342
3897
$152K ﹤0.01%
19,513
-2,199
3898
$151K ﹤0.01%
3,196
+1,170
3899
$151K ﹤0.01%
10,702
-2,025
3900
$151K ﹤0.01%
9
+6
154 155
156
157 158