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
6576
$2K ﹤0.01%
33
-141
6577
$2K ﹤0.01%
100
-1,965
6578
$2K ﹤0.01%
+79
6579
$2K ﹤0.01%
6,211
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6580
$2K ﹤0.01%
1,607
-746
6581
$2K ﹤0.01%
45
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6582
$2K ﹤0.01%
166
-1,729
6583
$2K ﹤0.01%
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6584
$2K ﹤0.01%
315
6585
$2K ﹤0.01%
1,701
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6586
$2K ﹤0.01%
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6587
$2K ﹤0.01%
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6588
$2K ﹤0.01%
2,219
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6589
$2K ﹤0.01%
235
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6590
$2K ﹤0.01%
722
6591
$2K ﹤0.01%
380
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6592
$2K ﹤0.01%
1,300
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6593
$2K ﹤0.01%
12,027
+1,229
6594
$2K ﹤0.01%
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6595
$2K ﹤0.01%
376
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6596
$2K ﹤0.01%
5,687
+5,401
6597
$2K ﹤0.01%
2,362
+139
6598
$2K ﹤0.01%
303
+50
6599
$2K ﹤0.01%
136
6600
$2K ﹤0.01%
100
262 263
264
265 266