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
4626
$56K ﹤0.01%
121
+13
4627
$56K ﹤0.01%
6,194
+1,919
4628
$56K ﹤0.01%
3,033
+1,314
4629
$56K ﹤0.01%
2,172
-1,215
4630
$56K ﹤0.01%
4,002
-1,829
4631
$56K ﹤0.01%
2,240
+1,629
4632
$56K ﹤0.01%
1,078
+1,068
4633
$56K ﹤0.01%
960
-405
4634
$55K ﹤0.01%
925
-3,210
4635
$55K ﹤0.01%
5,762
+5,662
4636
$55K ﹤0.01%
2,461
+1,731
4637
$55K ﹤0.01%
8,569
+7,204
4638
$55K ﹤0.01%
3,052
+724
4639
$55K ﹤0.01%
1,772
+1,298
4640
$55K ﹤0.01%
6,700
+3,000
4641
$55K ﹤0.01%
2,369
-5,507
4642
$55K ﹤0.01%
2,543
+1,301
4643
$55K ﹤0.01%
+2,886
4644
$55K ﹤0.01%
2,100
+1,000
4645
$55K ﹤0.01%
8,454
+1,166
4646
$55K ﹤0.01%
3,044
-328
4647
$55K ﹤0.01%
106
+58
4648
$55K ﹤0.01%
341
-99
4649
$55K ﹤0.01%
2,310
+1,684
4650
$54K ﹤0.01%
4,773
-74,291
184 185
186
187 188