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
1601
$4.26M ﹤0.01%
175,514
+635
1602
$4.26M ﹤0.01%
290,927
+24,873
1603
$4.26M ﹤0.01%
272,287
+42,344
1604
$4.25M ﹤0.01%
73,512
-50,490
1605
$4.25M ﹤0.01%
51,873
-3,402
1606
$4.25M ﹤0.01%
588,132
-151,115
1607
$4.23M ﹤0.01%
295,473
+282,348
1608
$4.22M ﹤0.01%
305,275
+46,760
1609
$4.21M ﹤0.01%
452,989
+362,614
1610
$4.2M ﹤0.01%
367,022
+243,568
1611
$4.19M ﹤0.01%
356,764
+352,576
1612
$4.18M ﹤0.01%
105,476
-12,690
1613
$4.18M ﹤0.01%
264,380
-140,548
1614
$4.18M ﹤0.01%
209,422
-67,635
1615
$4.17M ﹤0.01%
73,973
-107,219
1616
$4.15M ﹤0.01%
45,773
-57,871
1617
$4.14M ﹤0.01%
96,944
+45,597
1618
$4.11M ﹤0.01%
389,662
-21,570
1619
$4.11M ﹤0.01%
116,747
-27,981
1620
$4.1M ﹤0.01%
56,858
-70,799
1621
$4.1M ﹤0.01%
304,051
-2,996
1622
$4.09M ﹤0.01%
158,480
-41,110
1623
$4.09M ﹤0.01%
723,510
+503,569
1624
$4.08M ﹤0.01%
105,971
-18,824
1625
$4.08M ﹤0.01%
233,484
-69,799
63 64
65
66 67