UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.72%
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
7,366
New
Increased
Reduced
Closed

Top Buys

1
+$2.97B
2
+$543M
3
+$375M
4
XRX icon
Xerox
XRX
+$324M
5
PEP icon
PepsiCo
PEP
+$296M

Top Sells

1
+$399M
2
+$375M
3
+$315M
4
EBAY icon
eBay
EBAY
+$298M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$293M

Sector Composition

1 Financials 9.82%
2 Healthcare 7.64%
3 Energy 7.34%
4 Technology 7.04%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7101
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-6,522
7102
$0 ﹤0.01%
+6
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7104
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7106
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7107
$0 ﹤0.01%
+50
7108
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-11,414
7109
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0
7110
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-245
7111
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-88
7112
$0 ﹤0.01%
+17
7113
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-1,132
7114
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-1,651
7115
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7116
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7118
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7119
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7120
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-5,544
7121
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-7,251
7122
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-132,850
7123
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-868,086
7124
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-186
7125
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0
283 284
285
286 287