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
4826
$43K ﹤0.01%
1,230
+90
4827
$43K ﹤0.01%
8,058
-31,256
4828
$43K ﹤0.01%
30,136
+905
4829
$43K ﹤0.01%
+1,980
4830
$43K ﹤0.01%
3,041
+735
4831
$43K ﹤0.01%
3,161
+1,012
4832
$43K ﹤0.01%
5,209
-4,080
4833
$43K ﹤0.01%
+1,333
4834
$43K ﹤0.01%
2,251
-1,409
4835
$42K ﹤0.01%
5,908
+2,312
4836
$42K ﹤0.01%
2,290
+1,337
4837
$42K ﹤0.01%
1,946
+718
4838
$42K ﹤0.01%
842
+672
4839
$42K ﹤0.01%
2,784
+129
4840
$42K ﹤0.01%
1,385
+100
4841
$42K ﹤0.01%
1,002
+687
4842
$42K ﹤0.01%
4,872
-643
4843
$42K ﹤0.01%
586
+34
4844
$42K ﹤0.01%
1,743
-43
4845
$42K ﹤0.01%
3,000
-3,110
4846
$42K ﹤0.01%
1,825
-3,400
4847
$42K ﹤0.01%
6,371
-2,452
4848
$41K ﹤0.01%
3,488
+986
4849
$41K ﹤0.01%
2,190
-45
4850
$41K ﹤0.01%
211
-7
192 193
194
195 196