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
1251
$7.21M 0.01%
144,267
-34,142
1252
$7.19M 0.01%
1,455,690
-83,498
1253
$7.18M 0.01%
293,795
+109,377
1254
$7.17M 0.01%
126,075
-456
1255
$7.17M 0.01%
252,996
+67,145
1256
$7.17M 0.01%
109,980
-1,810
1257
$7.14M 0.01%
219,895
-8,128
1258
$7.14M 0.01%
60,239
+46,019
1259
$7.13M 0.01%
203,588
-60,977
1260
$7.13M 0.01%
140,659
-7,708
1261
$7.12M 0.01%
88,134
+6,251
1262
$7.12M 0.01%
243,116
+46,515
1263
$7.07M 0.01%
76,098
+28,436
1264
$7.05M 0.01%
83,967
+29,336
1265
$7.04M 0.01%
260,944
-45,731
1266
$6.99M ﹤0.01%
144,441
+13,338
1267
$6.99M ﹤0.01%
112,135
+19,113
1268
$6.98M ﹤0.01%
887,866
-888
1269
$6.96M ﹤0.01%
167,360
+86,887
1270
$6.94M ﹤0.01%
621,119
-8,400
1271
$6.9M ﹤0.01%
246,612
-100,484
1272
$6.88M ﹤0.01%
137,605
-74,179
1273
$6.87M ﹤0.01%
221,638
-3,918
1274
$6.87M ﹤0.01%
1,486,789
+272,950
1275
$6.87M ﹤0.01%
139,185
-15,351
49 50
51
52 53