UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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
+27.7%
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
7126
– –
-304
7127
– –
-2,061
7128
$0 ﹤0.01%
12
-1,486
7129
– –
-8,200
7130
– –
-6,522
7131
$0 ﹤0.01%
+6
7132
– –
-16
7133
– –
-26
7134
– –
-3,176
7135
– –
-2,975
7136
– –
0
7137
$0 ﹤0.01%
+50
7138
– –
-11,414
7139
– –
0
7140
– –
-245
7141
– –
-19
7142
– –
0
7143
– –
-228
7144
– –
-406
7145
– –
-3,604
7146
– –
-1,020
7147
– –
-76
7148
$0 ﹤0.01%
20
-1,356
7149
$0 ﹤0.01%
+13
7150
$0 ﹤0.01%
15
-356
284 285
286
287 288