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
4976
$35K ﹤0.01%
1,460
-1,702
4977
$35K ﹤0.01%
410
4978
$35K ﹤0.01%
2,245
+1,671
4979
$35K ﹤0.01%
1,604
-1,233
4980
$35K ﹤0.01%
1,026
+963
4981
$35K ﹤0.01%
6,673
-9,701
4982
$35K ﹤0.01%
+1,013
4983
$35K ﹤0.01%
975
+100
4984
$35K ﹤0.01%
4,192
+1,067
4985
$35K ﹤0.01%
+3,042
4986
$35K ﹤0.01%
4,835
+4,773
4987
$35K ﹤0.01%
+1,503
4988
$35K ﹤0.01%
1,199
-1,783
4989
$35K ﹤0.01%
1,570
+305
4990
$35K ﹤0.01%
2,386
-587
4991
$34K ﹤0.01%
21,265
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4992
$34K ﹤0.01%
15
-932
4993
$34K ﹤0.01%
2,431
-7,672
4994
$34K ﹤0.01%
838
+60
4995
$34K ﹤0.01%
+2,000
4996
$34K ﹤0.01%
2,588
-351
4997
$34K ﹤0.01%
1,798
-6,040
4998
$34K ﹤0.01%
20,319
+14,619
4999
$34K ﹤0.01%
1,498
-567
5000
$34K ﹤0.01%
1,308
+1,114
198 199
200
201 202