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
4551
$61K ﹤0.01%
2,397
-6,294
4552
$61K ﹤0.01%
4,330
+1,705
4553
$61K ﹤0.01%
+25
4554
$61K ﹤0.01%
+3,411
4555
$61K ﹤0.01%
5,296
+172
4556
$61K ﹤0.01%
6,131
-2,656
4557
$61K ﹤0.01%
5,049
+2,168
4558
$61K ﹤0.01%
1,078
+1,031
4559
$61K ﹤0.01%
1,230
4560
$61K ﹤0.01%
8,138
+1,806
4561
$60K ﹤0.01%
2,805
-354
4562
$60K ﹤0.01%
3,127
+1,873
4563
$60K ﹤0.01%
2,295
-300
4564
$60K ﹤0.01%
10,385
+3,277
4565
$60K ﹤0.01%
1,587
-1,000
4566
$60K ﹤0.01%
1,997
+197
4567
$60K ﹤0.01%
2,248
+119
4568
$60K ﹤0.01%
1,750
-121,098
4569
$60K ﹤0.01%
4,900
+1,632
4570
$60K ﹤0.01%
+1,329
4571
$60K ﹤0.01%
4,316
+1,317
4572
$59K ﹤0.01%
3,495
-1,182
4573
$59K ﹤0.01%
2,176
-863
4574
$59K ﹤0.01%
2,049
-229
4575
$59K ﹤0.01%
+2,478
181 182
183
184 185