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
5101
$30K ﹤0.01%
1,203
+1,162
5102
$30K ﹤0.01%
5,042
+3,157
5103
$30K ﹤0.01%
+1,000
5104
– –
0
5105
$30K ﹤0.01%
11,910
+2,015
5106
$30K ﹤0.01%
13,338
-289
5107
$30K ﹤0.01%
20
-92
5108
$30K ﹤0.01%
+3,732
5109
$30K ﹤0.01%
2,313
+595
5110
$30K ﹤0.01%
+1,384
5111
$30K ﹤0.01%
700
-2,069
5112
$30K ﹤0.01%
3,486
+3,454
5113
$29K ﹤0.01%
383
+78
5114
$29K ﹤0.01%
6,895
+5,334
5115
$29K ﹤0.01%
+743
5116
$29K ﹤0.01%
1,385
-75
5117
$29K ﹤0.01%
2,640
+2,541
5118
$29K ﹤0.01%
2,655
-8,691
5119
$29K ﹤0.01%
4,077
+2,086
5120
$29K ﹤0.01%
+3,688
5121
$29K ﹤0.01%
2,552
-3,448
5122
$29K ﹤0.01%
1,525
-455
5123
$29K ﹤0.01%
2,932
+1,932
5124
$29K ﹤0.01%
7,101
+3,261
5125
$29K ﹤0.01%
2,500
-1,863
203 204
205
206 207