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
4326
$83K ﹤0.01%
6,145
-29,947
4327
$82K ﹤0.01%
4,270
-237
4328
$82K ﹤0.01%
758
-10,674
4329
$82K ﹤0.01%
611
+147
4330
$82K ﹤0.01%
2,544
+415
4331
$82K ﹤0.01%
2,581
-64
4332
$81K ﹤0.01%
+2,512
4333
$81K ﹤0.01%
2,767
+1,325
4334
$81K ﹤0.01%
1,873
+320
4335
$81K ﹤0.01%
2,768
+1,414
4336
$81K ﹤0.01%
2,212
-397
4337
$81K ﹤0.01%
18,390
+18,374
4338
$81K ﹤0.01%
30,340
+17,357
4339
$81K ﹤0.01%
2,210
+1,027
4340
$81K ﹤0.01%
9,867
-4,059
4341
$81K ﹤0.01%
5,800
+200
4342
$80K ﹤0.01%
4,187
-263
4343
$80K ﹤0.01%
72
-9
4344
$80K ﹤0.01%
1,435
-20,322
4345
$80K ﹤0.01%
7,503
+975
4346
$80K ﹤0.01%
4,055
+2,020
4347
$80K ﹤0.01%
4,459
-32,385
4348
$80K ﹤0.01%
1,683
+917
4349
$80K ﹤0.01%
314
+307
4350
$80K ﹤0.01%
2,521
+43
172 173
174
175 176