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
4501
$64K ﹤0.01%
+2,448
4502
$64K ﹤0.01%
2,729
+1,575
4503
$64K ﹤0.01%
2,428
+1,928
4504
$64K ﹤0.01%
2,203
-4,496
4505
$64K ﹤0.01%
1,348
+176
4506
$64K ﹤0.01%
81
+14
4507
$64K ﹤0.01%
2,204
+834
4508
$64K ﹤0.01%
+6,900
4509
$64K ﹤0.01%
2,362
+543
4510
$64K ﹤0.01%
6,550
+1,825
4511
$64K ﹤0.01%
2,080
-430
4512
$64K ﹤0.01%
3,074
-39,650
4513
$64K ﹤0.01%
1,109
-40
4514
$64K ﹤0.01%
13,096
+7,418
4515
$64K ﹤0.01%
2,153
-1,060
4516
$64K ﹤0.01%
7,556
-48,592
4517
$63K ﹤0.01%
3,806
-25,521
4518
$63K ﹤0.01%
3,858
-8,102
4519
$63K ﹤0.01%
3,604
-4,628
4520
$63K ﹤0.01%
1,150
-5,230
4521
$63K ﹤0.01%
3,059
+266
4522
$63K ﹤0.01%
3,110
-1,247
4523
$63K ﹤0.01%
34
+10
4524
$63K ﹤0.01%
1,162
+164
4525
$63K ﹤0.01%
2,113
-784
179 180
181
182 183