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
4651
$54K ﹤0.01%
3,000
+1,270
4652
$54K ﹤0.01%
2,051
+685
4653
$54K ﹤0.01%
6,600
-1,067
4654
$54K ﹤0.01%
1,735
+1,413
4655
$54K ﹤0.01%
6,122
-14,259
4656
$54K ﹤0.01%
6,150
-2,300
4657
$54K ﹤0.01%
11,330
-8,404
4658
$54K ﹤0.01%
2,274
-100
4659
$54K ﹤0.01%
+9,905
4660
$54K ﹤0.01%
5,000
-1,659
4661
$53K ﹤0.01%
782
+81
4662
$53K ﹤0.01%
3,551
+2,004
4663
$53K ﹤0.01%
1,060
-75,475
4664
$53K ﹤0.01%
78,540
+76,909
4665
$53K ﹤0.01%
1,436
-10
4666
$53K ﹤0.01%
+4,430
4667
$53K ﹤0.01%
+2,112
4668
$53K ﹤0.01%
710
-448
4669
$53K ﹤0.01%
2,180
+1,896
4670
$53K ﹤0.01%
2,300
+1,616
4671
$53K ﹤0.01%
7,298
+2,761
4672
$52K ﹤0.01%
1,675
-1,035
4673
$52K ﹤0.01%
3,700
+3,525
4674
$52K ﹤0.01%
4,387
+1,744
4675
$52K ﹤0.01%
3,138
-165
185 186
187
188 189