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
4451
$69K ﹤0.01%
4,791
-3,511
4452
$69K ﹤0.01%
2,272
+449
4453
$69K ﹤0.01%
4,811
+2,784
4454
$68K ﹤0.01%
5,745
-3,419
4455
$68K ﹤0.01%
1,711
-34,447
4456
$68K ﹤0.01%
4,006
+1,136
4457
$68K ﹤0.01%
84,265
+3,940
4458
$68K ﹤0.01%
2,096
-929
4459
$68K ﹤0.01%
522
+9
4460
$68K ﹤0.01%
3,051
+2,801
4461
$68K ﹤0.01%
4,109
-1,308
4462
$68K ﹤0.01%
+640
4463
$68K ﹤0.01%
5,177
-8,041
4464
$68K ﹤0.01%
4,375
+13
4465
$68K ﹤0.01%
3,324
+1,089
4466
$67K ﹤0.01%
1,649
-318
4467
– –
-1
4468
$67K ﹤0.01%
3,736
-4,974
4469
$67K ﹤0.01%
2,281
+2,041
4470
– –
0
4471
$67K ﹤0.01%
11,921
-16,772
4472
$67K ﹤0.01%
4,680
+1,680
4473
$67K ﹤0.01%
12,393
-17,733
4474
$67K ﹤0.01%
2,233
+1,647
4475
$67K ﹤0.01%
3,000
177 178
179
180 181