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
4876
$40K ﹤0.01%
981
+295
4877
$40K ﹤0.01%
1,352
+30
4878
$40K ﹤0.01%
8,000
+54
4879
$40K ﹤0.01%
3,009
+428
4880
$40K ﹤0.01%
2,931
-1,972
4881
$40K ﹤0.01%
20,000
+14,745
4882
$40K ﹤0.01%
3,047
+2,832
4883
$40K ﹤0.01%
1,026
-40
4884
$39K ﹤0.01%
1,559
+119
4885
$39K ﹤0.01%
+1,823
4886
$39K ﹤0.01%
+1,131
4887
$39K ﹤0.01%
1,960
+664
4888
$39K ﹤0.01%
2,210
-4,559
4889
$39K ﹤0.01%
1,687
-205
4890
$39K ﹤0.01%
3,656
+2,154
4891
$39K ﹤0.01%
3,601
+1,755
4892
$39K ﹤0.01%
+1,542
4893
$39K ﹤0.01%
329
4894
$39K ﹤0.01%
2,963
-39,616
4895
$39K ﹤0.01%
1,660
+221
4896
$39K ﹤0.01%
2,992
+2,468
4897
$38K ﹤0.01%
2,196
+1,894
4898
$38K ﹤0.01%
2,331
+915
4899
$38K ﹤0.01%
2,313
+1,031
4900
$38K ﹤0.01%
8,198
+1,712
194 195
196
197 198