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
1726
$3.55M ﹤0.01%
141,153
-45,618
1727
$3.54M ﹤0.01%
303,976
-194,682
1728
$3.52M ﹤0.01%
70,247
-152,644
1729
$3.51M ﹤0.01%
276,722
+58,886
1730
$3.51M ﹤0.01%
67,225
+17,979
1731
$3.5M ﹤0.01%
66,543
+3,738
1732
$3.5M ﹤0.01%
133,926
-430,160
1733
$3.5M ﹤0.01%
800,661
+124,898
1734
$3.5M ﹤0.01%
100,937
-29,676
1735
$3.5M ﹤0.01%
262,856
-258,748
1736
$3.5M ﹤0.01%
141,608
+17,982
1737
$3.49M ﹤0.01%
106,875
+68,399
1738
$3.49M ﹤0.01%
117,040
+1,506
1739
$3.49M ﹤0.01%
276,664
+38,827
1740
$3.48M ﹤0.01%
201,360
+25,980
1741
$3.48M ﹤0.01%
38,383
-129,873
1742
$3.48M ﹤0.01%
469,904
+358,740
1743
$3.47M ﹤0.01%
37,336
+23,033
1744
$3.47M ﹤0.01%
47,355
-11,985
1745
$3.47M ﹤0.01%
165,380
-29,071
1746
$3.47M ﹤0.01%
342,162
-110,482
1747
$3.47M ﹤0.01%
30,637
-1,602
1748
$3.47M ﹤0.01%
32,998
-464
1749
$3.45M ﹤0.01%
111,822
-73,996
1750
$3.45M ﹤0.01%
165,998
+32,180
68 69
70
71 72