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
4801
$44K ﹤0.01%
2,552
-16
4802
$44K ﹤0.01%
3,763
-532
4803
$44K ﹤0.01%
910
+410
4804
$44K ﹤0.01%
1,417
-823
4805
$44K ﹤0.01%
19,082
+942
4806
$44K ﹤0.01%
17,742
-5,057
4807
$44K ﹤0.01%
6,741
+1,841
4808
$44K ﹤0.01%
2,419
+2,019
4809
$44K ﹤0.01%
8,959
+7,320
4810
$44K ﹤0.01%
16,287
-8,506
4811
$44K ﹤0.01%
1,940
-3,078
4812
$44K ﹤0.01%
207
-157
4813
$44K ﹤0.01%
1,685
-91
4814
$44K ﹤0.01%
+1,918
4815
$44K ﹤0.01%
2,732
+191
4816
$43K ﹤0.01%
3,665
+818
4817
$43K ﹤0.01%
2,195
+1,220
4818
$43K ﹤0.01%
1,361
-277
4819
$43K ﹤0.01%
7,002
+1,941
4820
$43K ﹤0.01%
+21,230
4821
$43K ﹤0.01%
114
+15
4822
$43K ﹤0.01%
+2,447
4823
$43K ﹤0.01%
1,781
+936
4824
$43K ﹤0.01%
3,308
+1,559
4825
$43K ﹤0.01%
2,475
+48
191 192
193
194 195