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
1501
$4.86M ﹤0.01%
123,017
-5,183
1502
$4.85M ﹤0.01%
438,426
+152,568
1503
$4.85M ﹤0.01%
538,122
-1,543,781
1504
$4.85M ﹤0.01%
3,586
+973
1505
$4.83M ﹤0.01%
90,616
+37,223
1506
$4.83M ﹤0.01%
102,470
+5,175
1507
$4.83M ﹤0.01%
148,745
+39,474
1508
$4.83M ﹤0.01%
85,011
-4,966
1509
$4.82M ﹤0.01%
84,129
+39,676
1510
$4.82M ﹤0.01%
479,230
+51,887
1511
$4.81M ﹤0.01%
271,431
+28,903
1512
$4.81M ﹤0.01%
190,194
-15,448
1513
$4.8M ﹤0.01%
124,458
-1,812
1514
$4.79M ﹤0.01%
366,502
-107,193
1515
$4.79M ﹤0.01%
159,127
+78,445
1516
$4.78M ﹤0.01%
47,490
+46,577
1517
$4.78M ﹤0.01%
490,945
-194,931
1518
$4.76M ﹤0.01%
73,580
+15,156
1519
$4.76M ﹤0.01%
385,687
-19,189
1520
$4.75M ﹤0.01%
480,161
+73,744
1521
$4.75M ﹤0.01%
119,473
-11,474
1522
$4.75M ﹤0.01%
171,957
-46,566
1523
$4.74M ﹤0.01%
84,833
-317,897
1524
$4.72M ﹤0.01%
60,377
-1,145
1525
$4.72M ﹤0.01%
93,499
+76,992
59 60
61
62 63