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
4376
$78K ﹤0.01%
865
+760
4377
$78K ﹤0.01%
1,749
-4,235
4378
$77K ﹤0.01%
+2,037
4379
$77K ﹤0.01%
65
+50
4380
$77K ﹤0.01%
18,094
+3,022
4381
$77K ﹤0.01%
1,870
+614
4382
$77K ﹤0.01%
8,268
-9,927
4383
$77K ﹤0.01%
43,658
-10,868
4384
$77K ﹤0.01%
21,402
+762
4385
$76K ﹤0.01%
14,647
+8,240
4386
$76K ﹤0.01%
2,661
+507
4387
$76K ﹤0.01%
+2,401
4388
$76K ﹤0.01%
2,223
+824
4389
$76K ﹤0.01%
8,584
-32,142
4390
$76K ﹤0.01%
82
-646
4391
$76K ﹤0.01%
13,500
-3,800
4392
$76K ﹤0.01%
6,239
+661
4393
$76K ﹤0.01%
10,611
-6,329
4394
$76K ﹤0.01%
5,778
+1,598
4395
$76K ﹤0.01%
9,704
+9,604
4396
$76K ﹤0.01%
12,133
+11,746
4397
$76K ﹤0.01%
4,820
-2,736
4398
$75K ﹤0.01%
2,914
+659
4399
$75K ﹤0.01%
8,795
+6,450
4400
$75K ﹤0.01%
16,316
+9,923
174 175
176
177 178