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
5201
$27K ﹤0.01%
2,768
-28
5202
$27K ﹤0.01%
3,565
-1,044
5203
$27K ﹤0.01%
36,908
-5,802
5204
$27K ﹤0.01%
4,480
+3,380
5205
$27K ﹤0.01%
2,503
+1,535
5206
$27K ﹤0.01%
6,125
-16,612
5207
$27K ﹤0.01%
5,389
-122
5208
$26K ﹤0.01%
2,397
-82,953
5209
$26K ﹤0.01%
1,000
-1,006
5210
$26K ﹤0.01%
953
+303
5211
$26K ﹤0.01%
5,100
5212
$26K ﹤0.01%
325
+43
5213
$26K ﹤0.01%
656
+182
5214
$26K ﹤0.01%
+424
5215
$26K ﹤0.01%
+1,076
5216
$26K ﹤0.01%
6,357
+1,309
5217
$26K ﹤0.01%
7,500
-2,064
5218
$26K ﹤0.01%
1,903
-930
5219
$26K ﹤0.01%
6,056
-8,947
5220
$26K ﹤0.01%
3,312
-4,388
5221
$26K ﹤0.01%
1,683
+546
5222
$26K ﹤0.01%
1,167
+1,058
5223
$26K ﹤0.01%
2,249
+800
5224
$26K ﹤0.01%
1,500
-545
5225
$26K ﹤0.01%
885
-8,420
207 208
209
210 211