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
4201
$102K ﹤0.01%
2,168
+1,318
4202
$102K ﹤0.01%
2,440
+665
4203
$101K ﹤0.01%
7,954
-1,421
4204
$101K ﹤0.01%
3,844
+2,102
4205
$101K ﹤0.01%
2,452
+98
4206
$101K ﹤0.01%
2,462
+1,097
4207
$101K ﹤0.01%
7,270
-22,555
4208
$100K ﹤0.01%
5,066
+667
4209
$100K ﹤0.01%
3,129
+1,453
4210
$100K ﹤0.01%
+12,972
4211
$100K ﹤0.01%
12,700
-9,500
4212
$100K ﹤0.01%
3,314
+192
4213
$100K ﹤0.01%
1,508
+222
4214
$100K ﹤0.01%
+2,170
4215
$100K ﹤0.01%
31,193
+10,535
4216
$100K ﹤0.01%
7,276
+3,551
4217
$100K ﹤0.01%
3,178
+2,723
4218
$99K ﹤0.01%
3,927
+2,168
4219
$99K ﹤0.01%
19,404
-3,501
4220
$99K ﹤0.01%
7,568
-47
4221
$99K ﹤0.01%
4,021
+69
4222
$99K ﹤0.01%
3,429
-3,430
4223
$99K ﹤0.01%
3,309
+2,579
4224
$99K ﹤0.01%
5,611
+3,920
4225
$98K ﹤0.01%
7,958
-1,794
167 168
169
170 171