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
1851
$3.01M ﹤0.01%
396,156
+83,370
1852
$3.01M ﹤0.01%
91,113
+21,014
1853
$3M ﹤0.01%
230,091
+104,103
1854
$3M ﹤0.01%
113,751
+28,471
1855
$3M ﹤0.01%
224,262
-60,612
1856
$3M ﹤0.01%
74,827
-4,082
1857
$3M ﹤0.01%
53,769
+29,300
1858
$3M ﹤0.01%
50,386
-6,413
1859
$3M ﹤0.01%
108,036
-176,242
1860
$2.99M ﹤0.01%
156,516
+72,032
1861
$2.99M ﹤0.01%
636,830
+489,000
1862
$2.98M ﹤0.01%
214,777
-29,213
1863
$2.98M ﹤0.01%
100,493
-111,672
1864
$2.98M ﹤0.01%
236,634
-20,842
1865
$2.97M ﹤0.01%
198,656
-614,219
1866
$2.96M ﹤0.01%
115,296
+8,540
1867
$2.96M ﹤0.01%
46,625
-12,833
1868
$2.96M ﹤0.01%
47,355
-22,249
1869
$2.96M ﹤0.01%
82,367
-126,330
1870
$2.95M ﹤0.01%
43,330
-193,529
1871
$2.95M ﹤0.01%
247,616
+22,717
1872
$2.94M ﹤0.01%
712,179
-89,848
1873
$2.94M ﹤0.01%
73,194
-24,738
1874
$2.94M ﹤0.01%
104,890
-26,422
1875
$2.93M ﹤0.01%
149,923
+8,706
73 74
75
76 77