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
1876
$2.92M ﹤0.01%
84,717
+11,408
1877
$2.91M ﹤0.01%
179,126
-28,383
1878
$2.91M ﹤0.01%
51,315
-14,135
1879
$2.91M ﹤0.01%
53,776
-2,945
1880
$2.9M ﹤0.01%
90,154
-34,824
1881
$2.89M ﹤0.01%
41,914
-88,192
1882
$2.89M ﹤0.01%
220,880
-3,497
1883
$2.88M ﹤0.01%
202,683
-25,679
1884
$2.88M ﹤0.01%
102,519
+6,261
1885
$2.87M ﹤0.01%
234,184
+72,622
1886
$2.86M ﹤0.01%
76,625
-7,116
1887
$2.86M ﹤0.01%
187,196
-12,729
1888
$2.86M ﹤0.01%
133,040
+37,576
1889
$2.85M ﹤0.01%
89,163
-130,334
1890
$2.85M ﹤0.01%
296,967
+36,366
1891
$2.85M ﹤0.01%
219,450
-133,200
1892
$2.84M ﹤0.01%
210,412
+1,507
1893
$2.84M ﹤0.01%
75,798
+4,164
1894
$2.84M ﹤0.01%
208,274
+201,537
1895
$2.84M ﹤0.01%
54,664
+5,809
1896
$2.84M ﹤0.01%
74,684
-6,810
1897
$2.83M ﹤0.01%
590,152
+127,405
1898
$2.83M ﹤0.01%
148,591
+1,221
1899
$2.82M ﹤0.01%
17,405
+17,098
1900
$2.82M ﹤0.01%
58,636
+50,906
74 75
76
77 78