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
4726
$49K ﹤0.01%
4,700
+2,800
4727
$49K ﹤0.01%
1,857
-22
4728
$49K ﹤0.01%
371
-212
4729
$49K ﹤0.01%
5,393
-7,051
4730
$49K ﹤0.01%
25,296
-5,827
4731
$49K ﹤0.01%
402
+13
4732
$49K ﹤0.01%
7,300
+4,800
4733
$49K ﹤0.01%
2,173
+1,162
4734
$48K ﹤0.01%
2,004
+1,317
4735
$48K ﹤0.01%
3,590
-1,485
4736
$48K ﹤0.01%
50,430
+28,561
4737
$48K ﹤0.01%
4,326
+3,291
4738
$48K ﹤0.01%
3,030
+946
4739
$48K ﹤0.01%
2,673
-1,000
4740
$48K ﹤0.01%
2,883
+1,268
4741
$48K ﹤0.01%
676
-382
4742
$48K ﹤0.01%
2,247
+1,653
4743
$48K ﹤0.01%
+115
4744
$48K ﹤0.01%
2,137
-59
4745
$48K ﹤0.01%
1,809
+985
4746
$48K ﹤0.01%
+4,722
4747
$48K ﹤0.01%
2,689
+1,065
4748
$48K ﹤0.01%
3,699
+2,974
4749
$48K ﹤0.01%
4,843
+4,700
4750
$48K ﹤0.01%
1,191
+72
188 189
190
191 192