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
5176
$28K ﹤0.01%
2,000
-1,774
5177
$28K ﹤0.01%
599
+321
5178
$28K ﹤0.01%
1,606
-2
5179
$28K ﹤0.01%
+960
5180
$28K ﹤0.01%
1,739
+1,589
5181
$28K ﹤0.01%
800
-32,277
5182
$27K ﹤0.01%
2,122
-586
5183
$27K ﹤0.01%
740
-1
5184
$27K ﹤0.01%
2,081
+65
5185
$27K ﹤0.01%
3,085
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5186
$27K ﹤0.01%
1,131
-130
5187
$27K ﹤0.01%
4,565
+2,565
5188
$27K ﹤0.01%
1,461
+169
5189
$27K ﹤0.01%
1,496
+1,227
5190
$27K ﹤0.01%
747
-16
5191
$27K ﹤0.01%
915
-139
5192
$27K ﹤0.01%
3,427
+2,294
5193
$27K ﹤0.01%
+1,125
5194
$27K ﹤0.01%
+1,829
5195
$27K ﹤0.01%
435
5196
$27K ﹤0.01%
+2,420
5197
$27K ﹤0.01%
4,401
+1,363
5198
$27K ﹤0.01%
2,068
+900
5199
$27K ﹤0.01%
2,501
-1,937
5200
$27K ﹤0.01%
1,746
+617
206 207
208
209 210