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
6776
– –
-310
6777
– –
-1,569
6778
– –
-296
6779
$0 ﹤0.01%
40
-1,118
6780
– –
-437
6781
– –
-4
6782
– –
-98,700
6783
– –
-505
6784
$0 ﹤0.01%
1,852
6785
– –
-2,252
6786
– –
-410
6787
– –
-4,169
6788
$0 ﹤0.01%
+2
6789
– –
-1,781
6790
– –
-17,475
6791
$0 ﹤0.01%
2
-1,765
6792
$0 ﹤0.01%
100
6793
– –
-1,741
6794
– –
-360
6795
$0 ﹤0.01%
+60
6796
– –
-2,712
6797
– –
-951
6798
– –
-1,096
6799
– –
-280
6800
– –
-2,313
270 271
272
273 274