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
1751
$3.45M ﹤0.01%
105,627
+3,329
1752
$3.44M ﹤0.01%
147,646
+6,596
1753
$3.44M ﹤0.01%
30,159
+567
1754
$3.43M ﹤0.01%
194,145
-33,659
1755
$3.42M ﹤0.01%
57,878
+156
1756
$3.41M ﹤0.01%
34,705
+7,455
1757
$3.41M ﹤0.01%
83,840
+73,668
1758
$3.38M ﹤0.01%
116,611
-32,577
1759
$3.38M ﹤0.01%
271,481
-48,763
1760
$3.37M ﹤0.01%
70,363
-1,881
1761
$3.35M ﹤0.01%
159,250
-11,016
1762
$3.35M ﹤0.01%
280,002
-17,790
1763
$3.34M ﹤0.01%
265,831
-7,829
1764
$3.34M ﹤0.01%
64,839
-2,024
1765
$3.34M ﹤0.01%
63,575
+8,492
1766
$3.34M ﹤0.01%
132,384
-11,388
1767
$3.34M ﹤0.01%
137,590
+18,792
1768
$3.33M ﹤0.01%
385,014
+5,160
1769
$3.32M ﹤0.01%
431,278
-100,705
1770
$3.31M ﹤0.01%
506,952
-336,755
1771
$3.31M ﹤0.01%
9,281
+2,137
1772
$3.3M ﹤0.01%
127,688
-45,036
1773
$3.3M ﹤0.01%
182,087
+52,087
1774
$3.3M ﹤0.01%
137,410
-248,245
1775
$3.3M ﹤0.01%
99,485
-126,468
69 70
71
72 73