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
3976
$137K ﹤0.01%
1,093
-1,120
3977
$137K ﹤0.01%
11,159
-5,211
3978
$136K ﹤0.01%
+5,220
3979
$136K ﹤0.01%
6,627
-259,315
3980
$136K ﹤0.01%
7,988
+3,101
3981
$136K ﹤0.01%
11,550
+5,741
3982
$136K ﹤0.01%
10,138
+7,520
3983
$136K ﹤0.01%
8,770
+8,453
3984
$136K ﹤0.01%
10,088
+2,267
3985
$136K ﹤0.01%
11,477
+1,377
3986
$136K ﹤0.01%
10,491
-1,815
3987
$135K ﹤0.01%
8,325
-3,298
3988
$135K ﹤0.01%
19,947
+1,719
3989
$134K ﹤0.01%
3,503
+930
3990
$134K ﹤0.01%
13,823
+375
3991
$134K ﹤0.01%
6,775
-4,539
3992
$134K ﹤0.01%
28,400
+4,112
3993
$134K ﹤0.01%
25,390
+8,524
3994
$134K ﹤0.01%
3,302
+432
3995
$134K ﹤0.01%
10,610
-3,800
3996
$133K ﹤0.01%
991
3997
$133K ﹤0.01%
2,273
-564
3998
$133K ﹤0.01%
1,298
-404
3999
$132K ﹤0.01%
8,071
+3,264
4000
$132K ﹤0.01%
4,883
+65
158 159
160
161 162