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
4401
$75K ﹤0.01%
2,738
-7,692
4402
$75K ﹤0.01%
2,166
-1,296
4403
$75K ﹤0.01%
1,611
-144
4404
$75K ﹤0.01%
7,939
+901
4405
$75K ﹤0.01%
3,301
+1,691
4406
$75K ﹤0.01%
+5,000
4407
$74K ﹤0.01%
6,529
+4,375
4408
$74K ﹤0.01%
+3,048
4409
$74K ﹤0.01%
3,464
+159
4410
$74K ﹤0.01%
2,196
+839
4411
$74K ﹤0.01%
1,146
+361
4412
$74K ﹤0.01%
1,233
-2,727
4413
$74K ﹤0.01%
16,500
+700
4414
$74K ﹤0.01%
5,868
-83,501
4415
$73K ﹤0.01%
5,626
-7
4416
$73K ﹤0.01%
1,353
4417
$73K ﹤0.01%
2,670
+1,166
4418
$73K ﹤0.01%
1,577
+340
4419
$72K ﹤0.01%
2,514
-12,760
4420
$72K ﹤0.01%
1,238
-2,251
4421
$72K ﹤0.01%
5,083
+1,555
4422
$72K ﹤0.01%
12,344
+1,857
4423
$72K ﹤0.01%
7,044
-135
4424
$71K ﹤0.01%
2,104
+1,449
4425
$71K ﹤0.01%
3,909
+2,376
175 176
177
178 179