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
4676
$52K ﹤0.01%
11,953
-5,514
4677
$52K ﹤0.01%
1,921
+921
4678
$52K ﹤0.01%
1,866
+1,077
4679
$52K ﹤0.01%
6,695
+4,136
4680
$52K ﹤0.01%
2,092
+1,092
4681
$52K ﹤0.01%
4,989
-333,393
4682
$51K ﹤0.01%
1,976
-6,273
4683
$51K ﹤0.01%
4,140
-613
4684
$51K ﹤0.01%
1,362
-234
4685
$51K ﹤0.01%
1,912
-12,932
4686
$51K ﹤0.01%
10,281
+2,068
4687
$51K ﹤0.01%
1,156
+292
4688
$51K ﹤0.01%
1,553
-75
4689
$51K ﹤0.01%
1,922
-1,682
4690
$51K ﹤0.01%
3,681
+2,281
4691
$51K ﹤0.01%
2,336
-731
4692
$51K ﹤0.01%
2,242
-30
4693
$51K ﹤0.01%
1,474
+830
4694
$51K ﹤0.01%
2,191
+795
4695
$51K ﹤0.01%
109,815
-14,011
4696
$50K ﹤0.01%
2,500
+540
4697
$50K ﹤0.01%
3,550
-11,078
4698
$50K ﹤0.01%
+2,200
4699
$50K ﹤0.01%
5,505
+547
4700
$50K ﹤0.01%
1,836
-63,664
186 187
188
189 190