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
1526
$4.72M ﹤0.01%
775,428
-5,440
1527
$4.7M ﹤0.01%
113,413
-44,950
1528
$4.7M ﹤0.01%
232,306
+199,766
1529
$4.68M ﹤0.01%
1,726,068
-599,346
1530
$4.67M ﹤0.01%
60,645
+3,006
1531
$4.67M ﹤0.01%
548,016
-112,168
1532
$4.65M ﹤0.01%
138,755
+137,358
1533
$4.65M ﹤0.01%
56,059
+521
1534
$4.65M ﹤0.01%
89,275
+3,260
1535
$4.65M ﹤0.01%
41,008
+38,458
1536
$4.64M ﹤0.01%
535,742
-145,332
1537
$4.64M ﹤0.01%
75,796
-7,041
1538
$4.63M ﹤0.01%
127,796
+3,871
1539
$4.63M ﹤0.01%
31,000
+8,504
1540
$4.63M ﹤0.01%
87,671
-183,165
1541
$4.61M ﹤0.01%
317,462
+76,563
1542
$4.61M ﹤0.01%
41,495
+660
1543
$4.61M ﹤0.01%
57,337
+24,531
1544
$4.61M ﹤0.01%
42,472
+1,955
1545
$4.61M ﹤0.01%
62,015
+10,657
1546
$4.59M ﹤0.01%
422,729
+173,006
1547
$4.59M ﹤0.01%
364,788
+25,755
1548
$4.59M ﹤0.01%
44,109
-9,052
1549
$4.59M ﹤0.01%
433,919
-9,329
1550
$4.58M ﹤0.01%
126,163
+4,364
60 61
62
63 64