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
1201
$7.89M 0.01%
116,449
-19,589
1202
$7.89M 0.01%
107,976
-2,133
1203
$7.88M 0.01%
116,346
-661,238
1204
$7.87M 0.01%
322,664
-14,404
1205
$7.82M 0.01%
54,380
-5,448
1206
$7.8M 0.01%
203,032
-110,809
1207
$7.77M 0.01%
267,514
-6,758
1208
$7.75M 0.01%
166,238
-49,744
1209
$7.75M 0.01%
122,377
+19,566
1210
$7.74M 0.01%
409,015
+12,040
1211
$7.74M 0.01%
202,642
-15,353
1212
$7.69M 0.01%
44,357
-5,837
1213
$7.69M 0.01%
234,022
-26,997
1214
$7.68M 0.01%
244,098
+16,620
1215
$7.68M 0.01%
112,594
+95,553
1216
$7.68M 0.01%
250,645
+15,488
1217
$7.67M 0.01%
238,284
-654
1218
$7.65M 0.01%
457,353
+113,338
1219
$7.63M 0.01%
388,271
+156,927
1220
$7.62M 0.01%
847,437
-58,812
1221
$7.61M 0.01%
87,109
+26,776
1222
$7.6M 0.01%
583,216
-24,935
1223
$7.59M 0.01%
311,229
+70,179
1224
$7.56M 0.01%
185,770
-17,740
1225
$7.55M 0.01%
71,984
-12,808
47 48
49
50 51