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
5476
$19K ﹤0.01%
2,757
+1,099
5477
$19K ﹤0.01%
+2,494
5478
$19K ﹤0.01%
2,180
-1,709
5479
$19K ﹤0.01%
8,852
+5,252
5480
$19K ﹤0.01%
7,128
-1,562
5481
$19K ﹤0.01%
2,679
-812
5482
$19K ﹤0.01%
69
-889
5483
$19K ﹤0.01%
1,517
-4,651
5484
$19K ﹤0.01%
11,250
-10,640
5485
$19K ﹤0.01%
+3,709
5486
$19K ﹤0.01%
2,908
-6,484
5487
$19K ﹤0.01%
1,223
5488
$19K ﹤0.01%
215
+70
5489
$19K ﹤0.01%
3,144
5490
$19K ﹤0.01%
2,711
-4,389
5491
$19K ﹤0.01%
2,133
+933
5492
$19K ﹤0.01%
1,067
-906
5493
$19K ﹤0.01%
2,873
+1,221
5494
$19K ﹤0.01%
4,101
-481
5495
$19K ﹤0.01%
3,261
-85
5496
$19K ﹤0.01%
1,147
-1,006
5497
$19K ﹤0.01%
1,860
-95
5498
$19K ﹤0.01%
70,073
-48,450
5499
$19K ﹤0.01%
815
+122
5500
$19K ﹤0.01%
2
218 219
220
221 222