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
1901
$2.82M ﹤0.01%
675,169
-27,497
1902
$2.82M ﹤0.01%
61,654
+3,049
1903
$2.81M ﹤0.01%
213,171
-3,685
1904
$2.81M ﹤0.01%
147,065
-601,101
1905
$2.81M ﹤0.01%
112,383
-36,592
1906
$2.81M ﹤0.01%
57,242
+18,458
1907
$2.8M ﹤0.01%
219,446
+3,381
1908
$2.79M ﹤0.01%
52,158
+12,001
1909
$2.79M ﹤0.01%
151,015
-131,621
1910
$2.78M ﹤0.01%
514,788
+53,912
1911
$2.78M ﹤0.01%
201,322
-114,520
1912
$2.78M ﹤0.01%
61,635
+8,520
1913
$2.78M ﹤0.01%
+94,000
1914
$2.77M ﹤0.01%
50,000
1915
$2.76M ﹤0.01%
164,326
+11,840
1916
$2.76M ﹤0.01%
1,340,232
-35,745
1917
$2.75M ﹤0.01%
40,567
-3,915
1918
$2.75M ﹤0.01%
464,071
+310,317
1919
$2.74M ﹤0.01%
206,739
-7,785
1920
$2.73M ﹤0.01%
290,890
+5,820
1921
$2.73M ﹤0.01%
246,840
-117,473
1922
$2.73M ﹤0.01%
56,020
+19,047
1923
$2.72M ﹤0.01%
222,063
-2,831
1924
$2.72M ﹤0.01%
54,423
-20,753
1925
$2.72M ﹤0.01%
50,652
-9,242
75 76
77
78 79