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
1576
$4.46M ﹤0.01%
189,978
+19,963
1577
$4.45M ﹤0.01%
81,592
+5,770
1578
$4.44M ﹤0.01%
144,251
-25,528
1579
$4.41M ﹤0.01%
197,914
-84,291
1580
$4.39M ﹤0.01%
253,338
-9,853
1581
$4.38M ﹤0.01%
746,692
-124,183
1582
$4.38M ﹤0.01%
120,681
-398,067
1583
$4.38M ﹤0.01%
160,574
-340
1584
$4.37M ﹤0.01%
212,193
-13,147
1585
$4.37M ﹤0.01%
248,825
-92,076
1586
$4.35M ﹤0.01%
62,847
+2,009
1587
$4.34M ﹤0.01%
60,444
-70,328
1588
$4.34M ﹤0.01%
109,630
+8,232
1589
$4.34M ﹤0.01%
70,401
+5,950
1590
$4.33M ﹤0.01%
56,141
+18,131
1591
$4.32M ﹤0.01%
693,720
+607,326
1592
$4.31M ﹤0.01%
214,441
-2,178
1593
$4.31M ﹤0.01%
97,670
+19,823
1594
$4.3M ﹤0.01%
301,879
-12,876
1595
$4.3M ﹤0.01%
338,931
+49,600
1596
$4.3M ﹤0.01%
48,092
+8,100
1597
$4.28M ﹤0.01%
110,742
-7,825
1598
$4.28M ﹤0.01%
67,936
-16,346
1599
$4.27M ﹤0.01%
36,150
+3,866
1600
$4.26M ﹤0.01%
88,975
+9,580
62 63
64
65 66